We are portfolio managers and wealth advisors serving High Net Worth Canadians and their families. With over 50 years of experience we dedicate ourselves to creating, protecting and transferring your Wealth through the generations. Through the use of proven processes, exclusive and unique investments, personalized services and a holistic approach to investing we assist Canadian families to realize their financial needs.
Capital protection and growth is just the start, there is maintaining your lifestyle, minimizing taxes, protecting against adverse circumstances and passing on your legacy. That's where we can help.
Call or email to arrange for a wealth consultation and see how our group can help you and your family through generations to come.
We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants and estate planners, will work directly with you and our team.
Living your life on your terms doesn’t just happen – it takes a strategic approach and thoughtful planning.
Whether it’s for your family or for your business, we’ll take your unique situation into account when creating your customized Wealth Plan:
With over 40 years experience we have the tools and knowledge to take you from where you are to where you want to be. Through us you will have exclusive access to specialty investment Managers, Tax and Estate Lawyers and more.
We invite you to connect with us and discover the benefits of an experienced team of Wealth Advisors and Retirement Specialists. Complete our short form or call 416.969.3047 to get started.
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
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