Protection is the first priority, and when it’s done well it can allow you to confidently work toward realistic goals for growth, income, and tax efficiency.

For owners, we work to help protect your assets from unnecessary risks, to mitigate the tax to which your income is exposed, and to prevent liabilities that can arise with respect to your business, your estate or your retirement. This may include:

• Exploring tax-saving opportunities like an estate freeze or family trust
• Using insurance strategy to prepare for the unexpected while capturing opportunity for capital growth
• Ensuring personal and corporate wills are aligned, and building a thorough estate plan
• Ongoing risk management within your investment portfolio, and providing a weekly market commentary to help you stay informed of relevant market news