Our Services

We serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. This includes introducing comprehensive wealth management strategies and providing customized solutions using a multi-perspective lens.

Financial Planning

• Comprehensive Financial Plan
• Goal articulation
• Strategy implementation
• Retirement income planning
• Optimizing cashflow and increasing net worth

Wealth Counselling

• Behavioural coaching
• Regular, proactive one-on-one meetings
• Support through major life events
• Professional, unbiased advice
• Liaise and marshal discussions with family legal and tax advisors
• Transitioning into retirement

Estate & Insurance Planning

• Review strategies to preserve & maximize estate
• Insurance needs analysis
• Philanthropic legacy planning
• Corporate asset transfer
• Charitable Giving Strategies

Tax Optimization Strategies

• Tax minimization and other overlooked strategies
• Tax deductible wealth counsel fees
• Comprehensive tax packages and support
• Corporate tax planning

Investment Management

• Disciplined investment management
• Personalized asset allocation
• Comprehensive portfolio review, evaluation & rebalancing
• Risk management, oversight, due diligence & protection

Cross Border Services

Cross Border
Services

• Cross border investment management
• Snowbird compliance
• IRAs, Non-Registered, Corporate and Trust Accounts
• Cross-border compliance (i.e., blue sky laws, PFICs)
• Currency transfers

Our Services​

Financial Planning

Financial Planning

Wealth Counselling

Wealth Counselling

Estate & Insurance Planning

Estate & Insurance Planning

Tax Optimization Strategies

Tax Optimization Strategies

Investment Management

Investment Management

Cross Border Services

Cross Border Services

Get In Touch With Us

Our Services

Cross Border
Services