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WHAT WE OFFER:
We offer Professional Wealth Management and Integrated Planning which is coordinated across the full spectrum of financial matters including:
• Investment Management
• Goals Based Investing
• Tax Consulting & Optimization
• Financial Planning
• Retirement Income strategies
• Protecting your Estate and Legacy
• Insurance Needs Assessments
• Credit & Lending (Business and Family)
WHAT MAKES US DIFFERENT:
The Families we look after choose to work with us because of our focus on building trust and confidence in their ongoing financial situation. This is done via our commitment to ongoing communication and our dedication to the integrated planning approach ensuring each aspect of your financial life works in harmony.
We pride ourselves in building durable portfolios for our clients which are designed to perform under a variety of market conditions. In short, we look for ‘multiple ways to win’- using a conservative approach with a prudent eye on risk management.
We maintain several direct relationships with high net worth money managers all across Canada and the U.S. These investment partners of ours help us keep a finger on the pulse of global markets which is crucial for planning and executing important tactical investment decisions.
We also utilize technical investment information and knowledge to help identify opportunities with prevailing market themes. These indicators also provide information around important inflection points where a larger focus on defense is warranted in the near term.
We believe resolutely in the importance of having a plan and managing controllable risks.