Wealth Planning

Wealth Planning and Advisory Services

We offer unique investment, tax and risk management strategies that individuals and families need to build a successful wealth plan. Our experienced advisors use a Unified Wealth Approach to help successful people manage their finances and build wealth. Our areas of expertise include the following:

  • Investment management
  • Lifestyle planning
  • Risk management
  • Retirement planning
  • Tax planning & tax minimization strategies
  • Incorporation planning & corporate asset transfer strategies
  • Cash and debt management solutions
  • Estate planning
  • Insurance solutions

Investment Management

Separately Managed Accounts

Separately managed accounts (SMAs) play an important role in providing investors with choice in how they access professional investment management. They also offer the flexibility to tailor a portfolio that is responsive to the needs of high net worth individuals. Benefits of an SMA include:

  • Optimal diversification
  • Access to world class asset managers
  • World class reporting
  • Householding capabilities
  • Access to investments generally reserved for the institutional investor

Exchange Traded Funds

We offer both low-cost and smart beta ETFs. These investments are a great way to reduce long-term investment cost as well as complement an actively managed investment portfolio.

Private Investments and Liquid Alternatives

Exclusive access to private investments and liquid alternatives. Being able to invest in the private markets can add further diversification to your portfolio.

Individual Securities

Common Stock & Preferred shares, REITs, Bonds, Treasury Bills & Convertible Debentures.

Mutual Funds

Fee-based option capabilities with all of our mutual funds, which provides the ability to write off advisory fees in non registered portfolios. Access to both open and close ended mutual funds.

Real Estate

  • Real property
  • Real estate investment trusts (REITs)

Other Investment Options

  • Private Debt
  • GICs & GIFs
  • High-interest savings account
  • Creditor protected investments
  • Structured Notes

Insurance Solutions

Permanent & Term Insurance

We offer permanent and term insurance solutions for both personal and incorporated individuals. We deal with the majority of Canadian insurance carriers, so we do our due diligence to find the policy best suited for you and your family.


Living Benefits

We integrate living benefits into our clients’ financial plan where we see fit. “People need insurance not only because they are going to die, but because they are going to live.” – Dr. Marius Barnard




Private Banking




Personalized Banking Services

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. And, with a customized line of credit in place for when you are ready to act quickly and easily.

Our service offering includes:

  • Your own dedicated Private Banker, Associate, support team and their network of trusted contacts
  • Access to our Total Wealth Credit Solution™
  • Pursuits™: our concierge and travel management platform
  • Preferred foreign exchange rates