Who are you?

Our clients generally come to us for support during transition points in their life - retirement, a new or changing career path, a recent inheritance, and marriage or divorce among others. As well, for assistance in bringing their legacy planning to life from assisting children & grandchildren, to supporting their wider community and the causes important to them. As you go through different life stages, we understand that your unique wealth needs may also need adjustments, and we partner with you every step of the way.

Senior Executives

Being a senior executive comes with complex responsibilities, significant income with multiple components, and often, retirement planning challenges. With busy schedules and demanding roles, they may struggle to find the time and expertise needed to not only manage their personal financial situation effectively but how to bring their more to life.

Women in Wealth

We support and empower women as they build and manage their wealth and are aware of unique financial challenges they often face, such as longer life expectancies, potential career breaks for family care, and often a lack of equal representation in wealth management spaces. We recognize there is often more to their more, and our approach ensures there are no gaps.

Retirees & Pre-Retirees

Our partnership with retirees and pre-retirees goes beyond managing the shift from earning & savings, to preserving wealth & managing withdrawals. After all, ‘retiring’ means different things to different people. For us it’s all about their more, and what they want from this next phase of life.

 

Find your more today. 

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