Planning Based Service

Our professionals have extensive experience in working with clients across a range of professional service needs including:

• Business Transition

• Transfer of Assets to Next Generation

• Retirement Planning

• Estate Planning

• Risk Management

• Investment Planning

• Tax Minimization

• First Home Savings Account (FHSA)

We work with leading financial industry specialists in Canada to expand and enhance our service for our clients. We have direct access to selected, top-ranked Investment Counsel professionals to provide transparent and effective product.

In working with a select clientele, we are able to focus our efforts on ensuring complete satisfaction, providing a level of service unmatched in financial and wealth management. We do this by taking a proactive approach to our client relationships; we meet with clients regularly, and keep their interests in mind constantly. We are always seeking new and innovative ways to surpass their expectations.

Our process begins with identifying a client’s Investment Philosophy and determining if this aligns with our professionals’ Investment Philosophy.  Our Investment Philosophy is guided by our Values and Principles.