Peace of mind is the ultimate goal in managing wealth, and this remains the primary objective for every client we serve. Beyond simply managing investments, we build plans that remove the uncertainty associated with financial objectives. We have the experience and expertise that has delivered on this promise for retirees, business owners, and professionals. Our clients value the specialized skills within our team, and appreciate the clear and simple manner in which we convey complex strategies.
High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you’ll find the strength of one of Canada’s most respected financial corporations with experienced and qualified experts we can involve when required.
We offer a full line of financial products and services:
Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services.* Managed asset investment programs.* Philanthropic planning.
* Preferred pricing available for households with $500,000 or more in investment assets.