Comprehensive Strategies for Your Financial Needs

Our services

We offer the following services:

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Comprehensive Financial Planning

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Customized Portfolios/Investment Management

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Integrated Personal and Corporate Wealth Strategies

Comprehensive Financial Planning

As accredited Financial Planners, planning is at the core of every recommendation we make.

With over 100 years of collective experience, our team has significant depth in building strategies that can be adapted to the ever-changing tax and investment landscape. In collaboration with other industry professionals, we ensure that nothing has been overlooked in the development of your financial plan.

Incorporation and Business Planning

We work with you to build a forward-looking strategy that aligns your business with your personal financial goals by:

  • Determining the right timing for incorporation or wind-up
  • Designing tax-efficient income and compensation plans
  • Planning for business succession and intergenerational transfer
  • Assessing the suitability of Individual Pension Plans
  • Integrating risk management to protect your business and familys

Retirement Planning

We help you prepare for a comfortable retirement by:

  • Establishing realistic retirement goals
  • Understanding your investment time horizon
  • Identifying strategies to help you achieve your ideal retirement lifestyle
  • Creating tax-efficient income plans once you retire

Estate and Risk Management

We work closely with an internal estate and trust advisor, insurance advisor and tax planning specialist to craft client-specific solutions to pass on your wealth to the next generation. Our areas of focus include:

  • Protecting Family Assets
  • Living Trusts
  • Testamentary Trusts
  • Risk Management Planning (i.e. protecting against incapacity, unexpected passing, business insurance)
  • Tax Optimization
  • Efficient Wealth Transfer strategies
  • Business Succession
  • Estate Freezes

Tax Planning

We help you build efficient, forward-looking tax strategies by:

  • Structuring asset location to reduce tax
  • Applying tax loss harvesting where appropriate
  • Leveraging in-house cross-border tax specialists
  • Income Planning during both working years and retirement

Customized Portfolios & Investment Management

Our portfolios are cost-effective and carefully optimized to minimize unnecessary taxation.

With a comprehensive view of the entire investment landscape, including alternative investments, we craft resilient portfolios designed to offer you peace of mind, no matter the market conditions. Your financial security is our priority, and our strategies are built to withstand the test of fluctuating markets.

Every investor has a distinct set of circumstances. Understanding your financial goals is a crucial first step in the wealth management journey. We take the time to listen to your needs, evaluate your situation, and collaborate with you to create an investment strategy tailored to meet your objectives.

Advanced Wealth Strategies

Through our comprehensive financial planning process, our team actively seeks out opportunities to enhance your wealth.

We focus on key areas such as wealth transfer strategies, trust planning, tax loss harvesting, charitable donations, and Individual Pension Plans.

By leveraging our network of in-house and external partners—including accountants, actuaries, and legal professionals—we can effectively implement advanced strategies tailored to your unique financial situation. Together, we’ll work to optimize your financial growth and secure your future.