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.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

View article

 

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Market research
Insights 

 

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

Market Ethos

27 September 2022
Searching for the bottom: it’s all about inflation
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20 September 2022
The stock-bond correlation: it’s not always simple
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Investor Strategy

September 2022
Summer sizzle fizzle
View article

Events
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Your Happiness Portfolio®
Date: Jun 23, 2022 11:00 AM Eastern Daylight Time - Jun 23, 2022 12:00 PM Eastern Daylight Time
Location: Location To Be Determined

People know they need your help to build a financial portfolio so they can afford to retire. But they often don’t know they also need a Happiness Portfolio® to live a happy and fulfilling life in retirement. They think that it will just happen automatically. For most people, it doesn’t and they become disillusioned and disappointed..

 

CLICK TO JOIN or call 1.888.642.2128

Meeting number: 2550 127 9143
Password: kFhXmxX6433 (53496996 from phones) if prompted — not likely
​​

RSVP
Retirement planning: The unique issues women face
Date: Jun 09, 2022 11:00 AM Eastern Daylight Time - Jun 09, 2022 12:00 PM Eastern Daylight Time
Location: Location To Be Determined

There are many differences between the way men and women respond to and cope with life’s challenges — and retirement is no different. Although both genders face many of the same issues, there are some that are uniquely women’s challenges. This program explores the challenges women often have to deal with as they move into retirement and beyond.

 

CLICK TO JOIN or call 1.888.642.2128

Meeting number: 2554 801 8360
Password: mPZp2VN2X24 (67972862 from phones) if prompted — not likely

RSVP
Retirement and your relationship: How to keep retirement from ruining it
Date: May 26, 2022 11:00 AM Eastern Daylight Time - May 26, 2022 12:00 PM Eastern Daylight Time
Location: Location To Be Determined

When you move from the career phase of your life into retirement, everything changes. This big upheaval can have a significant impact on your primary relationship. For some it leads to Gray Divorce. For others it is the beginning of a rich and rewarding new phase of the relationship. This program spotlights the pitfalls so you can avoid them and paints a picture for how your relationship can flourish in this new chapter.

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CLICK TO JOIN or call 1.888.642.2128

Meeting number: 2554 984 4278
Password: GzndPqu2335 (49637782 from phones) if prompted — not likely

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Retirement challenges of high-achievers
Date: May 12, 2022 11:00 AM Eastern Daylight Time - May 12, 2022 12:00 PM Eastern Daylight Time
Location: Location To Be Determined

As you move away from your demanding and rewarding career, many things change and you need to change with them if you want to thrive in your next chapter. This webinar shows you how to tackle that so this is the best time of your life.

​​​​

CLICK TO JOIN or call 1.888.642.2128

Meeting number: 2555 320 4219
Password: 3fuYEiGN757 (33893446 from phones) if prompted — not likely

RSVP
3 secrets to a happy retirement
Date: Apr 21, 2022 11:00 AM Eastern Daylight Time - Apr 21, 2022 12:00 PM Eastern Daylight Time
Location: Location To Be Determined

A successful retirement requires more than financial security. A recent study found over 69% of retirees faced challenges adjusting to their new life. Without focusing on the social, mental, emotional and physical attributes, many retirees may find the post-career phase of their lives unfulfilling.

 

CLICK TO JOIN or call 1.888.642.2128

Meeting number: 2558 593 9672
Password: yyMJ4akP725 (99654257 from phones) if prompted — not likely

RSVP
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
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

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