When clients have financial questions, we strive to be the principal point of contact. We provide knowledgeable advice, strategic direction, and leadership that is tailored to clients individual needs. Our financial plans focus on more than investment returns, they focus on strategies that minimize tax, preserve estates, and protect families in the event of adversity. They are coordinated and encompass tax, estate, investment, insurance and debt management concepts that provide clients with clear direction, control, and confidence in their financial futures.
High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you’ll find the strength of one of Canada’s most respected financial corporations with experienced and qualified experts we can involve when required.
We offer a full line of financial products and services:
Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services.* Managed asset investment programs.* Philanthropic planning.
* Preferred pricing available for households with $500,000 or more in investment assets.