Who we help

We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.

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.

Affluent families

We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events (such as inheritances) and how to prepare for them. We facilitate conversations that align goals and expectations, and help ensure the wealth planning needs of all family members are properly addressed.

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.

People with disabilities/special needs

We understand how specializing in special needs planning can significantly benefit individuals with special needs by providing guidance on government benefits like ODSP and RDSPs. Through our services, we help secure the financial well-being of you and your family while navigating the complexities of special needs planning.

Critical life events

Facilitating clients through critical life events extends beyond conventional financial advisement. It entails the provision of empathetic support, strategic guidance, and practical assistance, all finely attuned to the client’s individual needs.