Fully Integrated Wealth Management
For Canada’s High Net Worth Families and Organizations
What you deserve
Guidance from a team that truly knows you
Canada’s wealthy families and organizations need — and deserve — comprehensive solutions that will meet their specific, complex and evolving requirements and expectations.
We provide advice and services derived from a unique understanding of your family, its strengths, challenges and goals. Because the needs of every client are different, we create tailored solutions that not only meet our clients’ present goals but the needs of future generations as well. We offer a broad spectrum of advice and services, which fall into four categories:
Continuity Management
We provide the peace of mind that comes with knowing that the professional and family relationships are properly integrated and coordinated.
Our continuity management services include:
Co-ordinating legal and tax professionals
Business succession planning
Family education
Intergenerational family coaching
Investment Management
We provide tax-efficient preservation and growth of your investment assets, utilizing best-in-class global strategies and strategic asset allocation, and rigorous due diligence on managers and their selection.
Our investment management services include:
Investment policy development
Strategic asset allocation
Tactical asset allocation shifts
Manager search and recommendation
Fee negotiation
Performance measurement
Consolidated reporting
Integrated Planning
We provide optimal structuring of your assets and liabilities, tax minimization, and the efficient transfer of your estate in a manner consistent with your mission, vision, values and goals.
Our integrated planning services:
Tax and estate planning
Business transition planning
Ownership structure advice
Retirement planning
Education planning
Intergenerational wealth planning
Business strategy
Financing
Specialized First Nations planning
Risk Management
We assess the potential impact of various risks and events in your life on the capital of your family, with measures to mitigate any potential risks integrating asset protection, and insurance with trust and estate planning.
Our risk management services include:
Risk assessment
Asset protection
Insurance planning
Review of wealth management costs
Tax risk management