How We Support You

Flowchart: please see text below for contact

Your team

We are happy to work directly with your professional team to ensure we achieve exceptional results for you and your family; leaving the details to us and freeing time for you.

Insurance consultation

Our in-house insurance consultants are here to help with all insurance solutions and able to find the product right for you at the best rate available across our many carriers.

Tax and estate planning

Our in-house and multidisciplinary Tax & Estate Planning team work with us to provide comprehensive tax and estate planning solutions for your unique needs.

  • Create and review retirement plans and give recommendations

  • Review existing Wills, POAs and HCDs

  • Manage contributions (RRSPs, TFSAs, RESPs) to ensure you take advantage of every dollar

Portfolio management

We actively manage and monitor your investments so that you don’t have to worry about the details. We will update you regularly on your progress and consult you on changes that we feel are necessary.

Succession planning

Our team will engage you and your family to implement strategies that ensure the next generation of your family is prepared and ready to manage the assets and legacy left to them.

Research, information and resources

Through our internal experts and external partners, we can provide a wide range of resources and information to keep you informed with the markets; as well as more personal aspects of your life such as transitioning into retirement, coping with divorce, sending your children off to school among many other topics.