- October 31, 2025
When Rick (58) and Michelle (56) came to us, they had two grown children and a thriving manufacturing business…
- September 10, 2025
When Joanne and Dave separated, Joanne found herself at a crossroads in midlife. Their daughter, a young adult just…
- May 20, 2025
For many high-achieving professionals, May isn’t a time to slow down—but it is a time of shifting perspective. The…
- April 22, 2025
Spring cleaning isn’t just about dusting shelves or decluttering closets; it’s also the perfect time to tidy up your…
- February 20, 2025
How a family office function established a cohesive financial plan with fully-aligned service providers for a successful business family…
- January 22, 2025
Don and Patricia have enjoyed an upscale lifestyle built on more than two decades of hard work. Both successful…
- January 22, 2025
With RRSP season upon us, it’s the perfect time to focus on your retirement goals and take steps to…
- December 16, 2024
Tax-Free Savings Account (TFSA) is a fantastic option for Canadians looking to save and grow their money with some…
- December 16, 2024
Dan and Lori are a power couple who have built and sold a number of businesses over their three…
Are you ready for a family office?
Wealth is just one measure for a family’s need and readiness for the services of a family office. Get in touch with us to discuss whether Family Office services are right for you.