Our Speciality
Focus on fundamentals
With over 40 years of combined experience, my wealth management network delivers what high net worth clients and their families are looking for: a team-based approach encompassing their entire financial portfolio. Here are our specialties:
- RRSP Investments
- Private Wealth management services
- Provide tax-efficient strategies (corporate and individual)
- Access to new issues (IPOs, financings)
- Creation of low-cost Individual Pension Plans for small business owners
- Efficient charitable donation planning
- Insurance & Estate Planning