Let's focus on what’s possible.
After years of accumulating your wealth, all its various parts become further complicated by the demands of a growing family, a successful business, or both. What all this complexity amounts to is the anxiety of not knowing where you really stand.
We believe your focus should instead be on the next steps for your business, the potential for your family's future, and the objectives you are on your way to achieving.
- Maintain Your Pre-Retirement Lifestyle after You Retire
Through the specialized expertise of our extended teams, coordinated with your accountants and lawyers, we help ensure that everything is in place for each of your goals for retirement.
- Bring Your Preservation Strategy in Line with Your Family Goals
Preservation is often the common thread between your retirement and family wealth goals. You need your income to support you through your retired years, and yet you still have goals for supporting family, funding charities and passing wealth to the next generation.
- Allocate Wealth Tax-Efficiently for Retirement, Philanthropy and Estate
Taxation presents unique challenges at nearly every life stage and wealth decision you make. Planning your estate is no different.
What can our approach do for your business?
By assimilating into your network of specialists, and bringing our own into the discussion, we help you better integrate your strategies for your business, with those for your wealth. This helps you improve financial efficiency, while gaining clarity on where your business is headed.
Some of the areas in which we provide support:
"Success is a collaborative effort and we work to form an integral part of your network."
Ross Ferrier, CIM, FCSI
Investment Advisor, First Vice-President
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.*Required fields