Advanced Financial Planning Expertise
We specialize in advising business owners and other affluent investors around South Western Ontario who require advanced, multi-generational financial planning.
Our goal is to become the CFO for your family and business:
- We are your touchpoint to manage your portfolio and help you make personal and corporate financial decisions. While maximizing investment returns is one of our strengths, we focus on tax optimization, which will have a greater impact on your bottom line.
- Through a meaningful, long-term, full-circle relationship based on trust and integrity, we aim to deliver exceptional value by going beyond investment management and retirement planning to oversee multiple aspects of your personal and business finances. We consider complex matters such as estate equalization, intergenerational wealth transfer and business succession planning.
Exceptional service is our hallmark. We limit the number of people we advise to devote enough time and attention to each client.
Comprehensive. Customized. Coordinated. Collaborative.
Everyone believes they have a financial plan, but for many it is simply a document that has been automatically generated by software. We adopt a comprehensive planning process and know how to navigate the nuances and complexities of managing serious wealth so you have the confidence that your goals are within reach.
Using a holistic approach, we collaborate with our network of colleagues at BMO Private Banking to assist in navigating:
- Estate and trust decisions,
- Insurance planning for intergenerational wealth transfer,
- Tax optimization
Together, we will design integrated solutions to help you maximize your personal and business wealth potential.