Services

Confidently pass your knowledge, values, and wealth onto future generations

You’ve worked hard for your wealth. You deserve to live well, do good, and ensure your loved ones are taken care of.

OUR SERVICES

The real question is: what do you wish to do with your one precious life?

Our process begins with a clear understanding of how your goals fit within your broader vision for your life.

Next, we’ll help you define and prioritize each of your goals in order to build a comprehensive plan to help you achieve them.

Finally, we’ll help you navigate challenges, opportunities, and questions as your life unfolds, supporting you each step of the way.

Explore our comprehensive services

Investment Management

With so many options in the market, it can be confusing to know the best route to protect, grow, and retain your wealth.

We use mostly managed portfolios for two reasons:

They provide diversification, spreading investments across various assets to mitigate risk
They offer professional management, allowing you to leverage the expertise of our experienced team to make informed decisions

Overall, managed portfolios provide our clients with access to best in-class investment expertise from around the world and across all asset classes. At the same time, they aim to optimize returns while minimizing risk and effort on your part.

We protect your life savings and hard-earned money with prudent investment strategies, in turn securing your financial future.

Retirement & Cash Flow Planning

Retirement is a nuanced time in your life.

It’s common to have multiple sources to draw income from, with questions about how they’ll all come together to generate optimal cash flow. In many cases, each income source has a different tax treatment to understand and plan for.

It’s normal to have questions like:

How much money will I need to maintain my desired lifestyle in retirement?
How can I ensure my retirement savings will last throughout my lifetime?
How will my various sources of retirement income and government benefits come together in the most tax efficient manner?

We help you navigate this transition with assurance, identifying and optimizing dependable, consistent, and long-lasting cash flows so you can confidently live the lifestyle you’ve always envisioned for your retirement.

Tax Planning

As your success and wealth increases, so does your exposure to tax.

Our team is adept at identifying effective tax optimization strategies so you can retain more of your resources, now and into the future…Instead creating the ability to direct them in a manner of your choosing.

Some of these strategies might include:

Choosing tax-deferred and tax-exempt options
Optimizing tax-preferred income in non-registered plans both personally and corporately
Establishing trusts and endowments
Splitting income among family members

Working together, we regularly involve your family’s accountant for tax advice specific to your unique situation.

Multi-Generational Wealth & Estate Planning

Your family’s wealth consists of far more than the dollar amount of your net worth.

From a financial perspective, we help you determine how much of your wealth will be required to maintain your desired lifestyle into retirement, and how much you wish to pass onto others.

Many of our clients wish to support their children while balancing the needs of their parents. We help our clients feel confident knowing they can put these plans in place while also achieving their own financial goals.

Moreover, we work with all generations of your family to help develop your “family capital”. This goes beyond finances alone to answer the following questions:

What does it mean to belong to this family?
Who are we and how do we want to show up in the world?

By getting clear on the heritages and values you wish to pass on, we help your family achieve financial confidence and strong relationships for years to come.

Philanthropic Planning

Abundance amplifies purpose. We’re here to help you give new meaning to your success—whether providing for your extended family, your local community, or the world at large.

Through a series of guided, meaningful conversations about your values and ideals, we co-create a plan that sets your intentions in motion.

Some examples of charitable donations we’ve helped facilitate:

A family looking to create a unified giving strategy spanning three generations and beyond
A young professional who wanted to develop his long-term philanthropic strategy
An elderly couple looking to create their legacy to have impact in their community that aligns with their core values
A woman who decided to give meaningfully to a cause close to her heart through a bequest in her Will, making a big impact to the charity while also greatly reducing her estate tax liability

Our team brings a wealth of knowledge and expertise to this process, providing guidance that is tailored to your family’s unique circumstances and needs.

Business, Corporate & Succession Planning

As a business owner or an incorporated professional, you have to navigate an overwhelming number of financial, tax, and estate complexities.

This is where we come in.

Whether you’re an established business owner or just getting started, our team takes the complexities of corporate planning and whittles them down into easily understandable concepts so you’re clear on top priorities. Next, we take things off your plate by coordinating and stickhandling between your other professionals (accountants, lawyers, bankers, etc.).

We also advise on and support operational and succession planning, including:

Optimizing corporate and trust structures
Identifying more tax-efficient income strategies
Guidance on strategic wealth transitions at key phases in your life

By delegating these complexities to our team, you’re freed up to focus on building wealth through your business activities and enjoying quality downtime with family and friends.

Nurture your dreams for the future while fully enjoying the present

If you have any questions about how a comprehensive, values-led approach to growing and protecting your wealth may benefit you and your family, feel free to reach out.

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