✔ Liaison with industry professionals
Our specialists collaborate with other advisors, accountants, and lawyers to coordinate and ensure that everyone is working in alignment to achieve your financial goals and objectives.
Through our team, in partnership with the Tax & Estate Planning Team, you will have access to an in-house team of lawyers, accountants, insurance professionals, tax experts and financial and estate planners.
We recommend strategies that address your wealth planning needs, ensure their implementation and provide ongoing advice.
With your permission, our team will also work with your pre-existing professional team to create synergies.