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.

 

2022 year-end tax planning checklist

Financial planning can be time sensitive. Make the most of your 2022 tax strategy with our tax planning checklist, highlighting key dates and strategies.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

23 May 2023
Selling the tip
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15 May 2023
The market is saying something
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Investor Strategy

May 2023
Whistling past the graveyard
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

Daily market commentary - The Launch Pad

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