A relationship based on trust, integrity and experience

Our Expertise

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.

Your Legacy

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. 

Our Tax & Estate Planning Team

Big picture strategies

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:

  • Tax & Financial Planning Strategies
  • Insurance Solutions
  • Estate Planning
  • Retirement Planning
  • Business and Farm Succession
  • Philanthropy

 

 

 

How we help

We are Portfolio Managers

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.

Peace of mind

Become a client

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.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

17 January 2022
What is wrong with gold?
View article

10 January 2022
How does a bull run end?
View article

 

 

January 2022
2021 Recap and 2022 Market Outlook
View article

Events
Women in Wealth
Date: Jan 20, 2022 04:30 PM Eastern Standard Time - Jan 20, 2022 05:30 PM Eastern Standard Time
Location: Location To Be Determined

A significant shift is underway as women are recognized for controlling an increasing share of wealth. This virtual presentation will examine the financial planning considerations resulting from the longer lifespans of women, from portfolio construction to health care and estate planning. 

RSVP
Women in Wealth (replay)
Date: Jan 25, 2022 11:30 AM Eastern Standard Time - Jan 25, 2022 12:30 PM Eastern Standard Time
Location: Location To Be Determined

A significant shift is underway as women are recognized for controlling an increasing share of wealth. This virtual presentation will examine the financial planning considerations resulting from the longer lifespans of women, from portfolio construction to health care and estate planning. 

RSVP
Holiday 2021
Date: Dec 22, 2021 07:00 PM Eastern Standard Time - Jan 04, 2022 12:00 AM Eastern Standard Time
Location: Location To Be Determined

As 2021 comes to an end let's take a break and look back at the year that was. 

With this in mind, beginning December 22nd, our team will be in the office on a reduced skeleton staff. While we spend time with our families, we are available via email with limited access to phone calls so do reach out should you have any questions or requests, and we will do what we can to get back to you.

 

Best holiday wishes to you and your family.

 

RSVP

Daily market commentary - The Launch Pad

Contact Us

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