The understanding that each client has unique and exceptional circumstances is the foundation of effective wealth management. You and your family will benefit from:
• A dedicated wealth management professional who builds a trusted working relationship with you and your family.
• The highest level of personal service tailored to fit your specific needs.
• A fair, honest and transparent fee structure.
• A comprehensive offering of Wealth Management & Financial Planning services.
• A synchronised, comprehensive and holistic approach that caters to both your family and business requirements.
• Access to the most sophisticated and exclusive discretionary portfolio management platforms in Canada. Delivering “Family Office” investment platforms to Canadian families.
• Quarterly structured meetings focusing on wealth planning and regular reviews of your asset allocation and performance versus your financial plan.
• Expertise across a range of specialist areas including physicians, professionals, business owners and executives.
