We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.
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.
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.
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.
Agriculture and farming families
Changing government policy, global competition, challenges in accessing capital and price volatility are just a few challenges you may face as a farming family. These issues can become less of a burden when you can rely on a team who can oversee your wealth management needs to let you focus on your business. Our team can help you grow and protect your wealth, using our experience in investment management, tax and estate planning, business succession planning, life and business insurance structuring, and other tools to simplify your life.