Comprehensive Wealth Management

Getting the right investment advice is a key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner. Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. We will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life:

Accumulating Wealth 

Growing your assets for future goals like retirement

Protecting Wealth

Maintaining your assets to protect your financial well-being

Converting Wealth

Creating an income stream to support your ideal retirement lifestyle

Transferring Wealth

Creating a lasting legacy for your family or other beneficiaries

Services Designed For Your Needs

Catering to the needs of individuals, families, corporations and businesses through: 




Includes specialized services for Businesses Owners:


  • Business Risk and Insurance Management

  • Business Investment and Asset Management


  • Group Savings Plans (e.g. RRSP, TFSA etc.) for Owners and Employees


  • Estate and Tax Strategies for Business Owners


  • Group Life & Living Benefit Insurance, Health & Dental Plans for Owners and Employees 


* Banking Products and Services are offered through referral.