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We’re committed to providing comprehensive and holistic financial planning and insurance services to high net worth families and business owners.
Are you unsure how much to save for retirement? Are you thinking about starting an education account for your child but don’t know where to start? Do you want your hard-earned equity to continue to flourish? Do you want to pass down your business to a trusted friend or family member? If you’ve answered yes to all these questions, then it’s time to seek help from a professional wealth manager. It is never too early to start planning for your future. Why? Because your future matters just as much as your today.
Thinking about the future can be overwhelming, but it’s necessary. By hiring a fiduciary, we can make your future planning as stress-free as possible so you’re confident in your retirement, business succession, education account, or more.
Don’t put estate planning at the end of your to-do list. It can be a hard topic and we understand that, but we also have years of experience assisting clients with their wills and can make your planning comfortable, easy, and even educational.
We offer a wide range of private wealth services to multi-generational families, business owners, executives, corporations, non-profit organizations and more.
Until your child is ready for college or university, we’ll review each education savings plan with you in detail. Don’t worry about making an important decision alone. That’s what we’re here for.
Succession planning can be a long process, but with our unique, tailored approach, we help business owners make smart decisions that will continue to leave their legacy behind.
Risk mitigation strategies can help business owners eliminate, reduce or control known risks. There are four types of strategies that our professionals can advise you through and explain every step of the way.
Until your child is ready for college or university, we’ll review each education savings plan with you in detail. Don’t worry about making an important decision alone. That’s what we’re here for.
Succession planning can be a long process, but with our unique, tailored approach, we help business owners make smart decisions that will continue to leave their legacy behind.
Risk mitigation strategies can help business owners eliminate, reduce or control known risks. There are four types of strategies that our professionals can advise you through and explain every step of the way.
Are you looking for trusted wealth management advice? Are you looking to work with an industry expert who brings a personal, transparent approach to your case? Not only do we have more than 20 years of experience in this often confusing industry, but we also help to educate our clients every step of the way no matter what management services they require. We build, plan, and guide our clients as honestly and as professionally as possible whether they’re a multi-generational family or business owner.
Our office is located in Burlington, Ontario, but we gladly help clients around the GTA as well. If you’re looking for a wealth manager or just require a complimentary second opinion, we look forward to hearing from you and helping you achieve your short or long-term financial goals.