We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.
As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.
Business owners and entrepreneurs
From startup, to restructuring, to sale, we work with business owners and entrepreneurs across a range of industries to create and protect value in their businesses. And we will help you use that value to maintain your lifestyle now and into retirement, making sure the business you’ve worked so hard to build, keeps working for you.
Pre-retirees and retirees
You have spent your working life building your family’s wealth. Now, as you consider transitioning into retirement, you also need to change how you think about and manage your assets. Continuing to grow your net worth, while also protecting it from market volatility becomes increasingly important as more of your income is drawn from savings over time. We will help you formulate a plan that will help you enjoy your chosen lifestyle throughout your retirement, and ensure the people and causes you care about are taken care of over the long term.
By providing strategic vision, financial planning, debt management, personal cashflow analysis, risk management, and income construction, we empower startup founders to navigate these complex financial issues effectively. Through such positive involvements, we not only create long lasting client relationships but also contribute to the growth and innovation of the broader business community, which exemplifies the pivotal role a wealth management firm can play in the success of founders and transfer startup companies.
We have played a pivotal role in fostering a thriving entrepreneurial ecosystem by facilitating positive interactions with angel investors. Through personalized financial solutions and planning, we assisted and supported clients in building, growing, and managing their portfolio. This collaborative approach underscores our commitment to financial growth and success within this unique asset class. Nurturing client relationships with angel investors has become a cornerstone of our practice. Focusing on the specialized planning relating to the ownership, taxation and estate considerations of angel investing has allowed the team to continue promoting entrepreneurship and wealth creation within the angel community.