Who We Work With

The GSA Group partners with clients who share a common goal: building and preserving wealth with confidence. Our approach is collaborative, transparent, and tailored to each client’s unique needs. Below are the types of clients we serve:

Retirees

Retirement brings new opportunities—and new challenges. One
of the most important aspects of retirement planning is tax-efficiently drawing income from multiple sources of wealth. We help retirees create strategies that optimize withdrawals from RRIFs, LIFs, non-registered accounts, corporate holdings, and TFSAs, while coordinating with pension plans, CPP, and OAS benefits.

Our goal is to ensure your income streams are sustainable, tax-smart, and aligned with your lifestyle needs, so you can enjoy the retirement you’ve worked hard to achieve.

 

 

retirees

execs

 

 

Professionals & Executives

We understand the unique needs business professionals face, from concentrated stock positions, stock options, and controlled stock to special borrowing requirements. We work with professionals and executives to simplify the complexities that can come with wealth and help build a comprehensive wealth management strategy through our services.

 

Business Owners

We find it incredibly rewarding to work with business owners. They are deliberate, have a growth mindset, take risks, and work hard—yet their financial lives are often fraught with complexities, conflicting priorities, and nuances. We embrace the challenge of assisting them.

As entrepreneurs ourselves, we understand the difficulties of running a business and the importance of maximizing synergies between personal and corporate finances. We provide customized advice and a comprehensive suite of strategies to help preserve and grow wealth, ensuring you reap the rewards of your efforts.

BMO Private Wealth offers a strong platform for entrepreneurial and professional clients. With a breadth and depth of financial options, specialists, and resources, we are well positioned to invest corporate reserve funds or retained earnings and make them a powerful component of your overall wealth plan.

We advise:

  • Young entrepreneurs growing their business and reinvesting earnings
  • Mid-career entrepreneurs who wish to grow and develop their business while planning for the future
  • Mature entrepreneurs preparing to divest and invest proceeds from a liquidation event to enhance family lifestyle and generate a steady stream of income for retirement

 

 

business

physicians

 

 

Physicians

Physicians may be incorporated, but most often they are reluctant business owners who are more focused on their patients’ well-being than their own financial health. With the profession’s other extreme demands, you need a dedicated advisor to manage your complex financial affairs and keep them streamlined and simplified.

With decades of experience specializing in advising physicians and earning the trust of influential clients such as medical foundations, provincial medical boards, and numerous prominent affluent and ultra-affluent physicians, we help manage assets at all stages of practice, plan for retirement, and ensure you enjoy the lifestyle you’ve earned.

 

Individuals & Families

Whether you need assistance with individual components of a financial plan or a comprehensive wealth management strategy, we can help you make informed decisions related to your family’s wealth. Through our services, we simplify complexities and develop strategies to help you meet your goals.