We offer trusted guidance that is centrered around you and what you aspire to achieve. Our wealth management approach encompasses unique investment, tax and risk management strategies that individuals and families need to build a successful wealth plan. Our clients benefit from integrated and custom advice relating to the following key dimensions of your financial life:
To mitigate the unavoidable fluctuations in the stock market, we adopt a diversified strategy by allocating investments across alternative asset classes including private equity, liquid alternatives, private debt, and institutional-grade real estate. With our managed accounts, clients benefit from the following:
We offer permanent insurance solutions for both personal and incorporated individuals. In many cases, insurance becomes integrated into the investment management process. We work with the majority of the leading Canadian insurance companies, which allows us to find the policy best suited for you and your family.
We integrate living benefits and term insurance into our clients’ financial plan where we see fit. Some of those products include:
Our strategic partnership with Scotia Private Banking provides our clients access to strategic borrowing solutions, transactional banking support and a leading-edge concierge and travel management service. Your dedicated Private Banker and your support team are ready to ensure your needs are considered with care.