Family Office Services

Our commitment to our process is what sets us apart. Effective Wealth Management requires input & expertise from a variety of team members who have gone career deep in their particular area of focus.

We believe a Comprehensive Financial Plan becomes the foundation of all successful strategies and is pivotal when making recommendations & integrating all the components of your finances. Our planning process provides clarity, identifying where you need to focus as you strive to achieve your goals and engaging TD specialists where needed.

Discretionary Investment Management

We specialize in Discretionary Investment Management. This means that we are trusted to strategize and execute the day to day investment management decision making on behalf of our clients. As licensed portfolio managers, we have a duty to act in our clients' best interests and to understand the needs and circumstances surrounding our clients. Together with our clients, we design appropriate investment policies, providing the framework for managing assets and mitigating risk. Our portfolio holdings are backed by world class research and are managed locally by our dedicated Portfolio Managers.

Tax Effective Strategies

For High Net Worth Canadian families, tax is often the biggest barrier to wealth accumulation.  Looking at client situations through a tax lens is a part of every conversation we have and is a critical element to a healthy wealth management plan. We focus on:

• Tax efficient investment strategies
• Appropriate account structure and guidance
• Life events
• Business succession
• Accumulation and deaccumulation strategies
• Income Splitting
• Cross Border Considerations
• Insurance

Tax efficiency can have a significant impact on wealth preservation and growth. Proper advice can help you achieve your goals, saving you money along the way.

Wealth Preservation

It takes meticulous planning to safeguard your wealth and protect those close to you.  Together our team can advise and implement measures designed to preserve and shield what you have worked so hard for. We offer:

• Estate & Capacity planning
• Insurance planning & implementation
• Estate settlement
• Legal Document Reviews (Wills, Powers of Attorney)
• Cross Border Estate Planning Advice (US Assets)

Wealth Transfer

Experience the gratification of creating an unforgettable legacy for those you cherish most or causes closest to your heart.  Our team will integrate wealth transfer strategies in a seamless and tax efficient manner. We focus on:

• Will & Estate Planning
• Philanthropy
• Trusts
• Gifting strategies
• Insurance

Additional Family Office Services

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