- June 28, 2019
As far as taglines go, “You are not the client*” may seem an unusual message. Yet, if the new…
- March 8, 2019
When it’s –20°C and blowing snow outdoors, winter in Canada can feel rather grim. Combine that with fewer daylight…
- March 8, 2019
When I had my first baby in 2007, I was overwhelmed with joy, lack of sleep, and many wonderful…
- January 8, 2019
While your work life may start to wind down once you hit 60+, your need for sound financial planning…
- January 8, 2019
Dying happens in the physical, but part of you lives on beyond this through the lives you touch and…
- January 5, 2019
Walk into any boardroom or law office, any university or hospital, and you’ll find them: women at the top…
- December 13, 2018
Financial planning is not a female issue or male issue – it’s important for everyone trying to build a…
- December 13, 2018
December is here and there is so much to enjoy: holiday parties, extra time with family and friends, and…
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.