innovative wealth management
Combining deep knowledge with strategic thinking.
Our expertise is built on years of professional experience and is constantly evolving as we adapt to an ever-changing industry.
Beyond our in-house resources, we can draw on a team of external legal, financial and tax experts as needed to support your requirements. If you have existing relationships with your own advisors, we can work alongside them to provide complementary services and expertise.
Whether your priorities include building a solid financial foundation for your future generations, making a difference in your community through philanthropy or some other long-term target, we have the knowledge and experience needed to help you achieve your goals.
Financial & Insurance Strategies
Providing for loved ones
Philanthropy: planned giving
Minimizing taxes and probate
Individual Services Offered:
With broad expertise spanning all facets of wealth management, we can support you with a variety of services, including:
Current tabled legislation introduces a new layer of complexity for corporate structures, particularly professional corporations. Corporations present unique challenges, but they also open the door to creative solutions that can boost your bottom line.
Whether it’s customizing insurance coverage for you, your family and your executive team or providing strategic advice regarding succession planning, we have the know-how to tailor solutions for your corporation.
Business Owners Services Offered
Alternative investment strategies