Define a clear path for your family's wealth.

When multiple voices, views and objectives are involved, it's not a simple task to plan your wealth.

This is often the case for family wealth that needs to be preserved and carefully allocated. We work well with multi-generational families because our strength lies in coordinating multiple specialists, strategies and ideas. Even if your financial situation is complex, we can still provide a clear bottom line.

Our family wealth services include:

  • Consultation with your key family members and existing advisors
  • Aligning your retirement and family wealth objectives
  • Wealth transfer and estate tax strategy
  • Cross border specialists and international licensing to manage assets outside Canada

We'd love to hear from you.

If you would like to speak with us directly to pose a question or schedule a consultation, kindly fill out the form below and we will reach out to you personally.

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