Additional Services

Supported by our in house experts, we work with you to ensure you are confident your estate is structured to meet your wishes and ease the burden for your executors and beneficiaries.

You have worked hard to build your business. We will help ensure you optimize your value and facilitate a seamless transition. Leveraging our team’s financial experience, we will support you in your business succession journey.

You make a living by what you get, you make a life by what you give. We support our clients with philanthropic strategies that will maximize value for both you and the charities of your choosing.

Managing the transition and stewardship of wealth is more than just writing a cheque. We work with clients and their children / grandchildren / dependents to ensure that your wealth transition will stand the test of time.

The largest bill most Canadians will pay is a tax bill. We work with both client’s accountants as well as our own partner accountants to ensure that you are not paying more than your fair share.

We are passionate about education. We are happy to support individuals and organizations with financial education from beginners to experts.