Personalized Wealth Planning Services

Whether you’re accumulating, preserving or distributing your wealth, our team of experts is ready to design an integrated plan specifically for you.

Wealth Planning means putting your life, not just your portfolio, at the centre of the process

Understanding your goals, risk tolerance and circumstances drive our approach.  This becomes the foundation for a portfolio structure tailored to your objectives, blending Fixed Income, Equities, Alternatives and Impact mandates.

Your life sets the destination.
Wealth planning charts the course.

Wealth Planning that Evolves to Fit Your Lifestyle

When it comes to establishing your plan, we do not set it and forget it.  We know that your life is always changing which is why we insist on frequent reviews with you to assure that we’re adapting your plan to your specific and evolving lifestyle needs.

Active Collaboration with Your Trusted Advisors

By actively connecting with your other trusted advisors (ie. accountants, lawyers), our integrated approach ensures that we’re unlocking the full potential of your personal financial plan including an eye on tax efficiency, estate planning and wealth transfer.