We provide a premium level of service to affluent clients across Canada. If you are an active or retired business owner, dual citizen, retiree, registered charity or not-for-profit organization we can help.

Yes, not only can we help - we specialize in it! We provide an integrated offering to help you synchronize your financial life. In our experience, our clients benefit most when we have an understanding of their greater financial picture - not just their investment goals. As our client you benefit from a team of specialists that collaborate to construct customized plans to help you grow and protect your wealth. In collaboration with the team of TD specialists, we incorporate strategies for tax mitigation, succession planning, navigating family dynamics, estate and trust planning, customized credit, private banking solutions, philanthropic planning - and much more. 

We believe in providing proactive service and often exceed industry standards. At the onset of our relationship, we discuss your circumstances and preferences to determine the optimal frequency. As your needs and circumstances may evolve over time, so will our service. We will proactively reach out to help ensure your preferences are met. 

Yes, we work closely with our client's other professional advisors because we find our clients benefit most from a collaborative approach. This is especially important during tax filing and legal strategy meetings focused on legacy planning. 

Life is filled with uncertainty, that's why we're committed to delivering advice and solutions to help protect what matters most to you during every life stage. It's important to have comprehensive risk strategies in place. We can connect you with specialists in wills, trusts, estates and other risk mitigation products - we've got the expertise to help you create a comprehensive plan that's right for you.