Building & Securing Your Future

As a business owner, you have worked hard to create your success and wealth. Our role is to help you and your family protect and maintain that success and wealth. Our unique approach works to create alignment with your existing professionals to ensure an integrated approach to your planning. We focus on including your family to ensure they understand your goals and are prepared to carry on your legacy.

HOW WE HELP

We can help you gain peace of mind and achieve your dreams for the future. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause. The trust, expertise, professionalism and results our clients rely on speak for themselves.

Marc (55) & Betty (56) Brandt*

Consulting firm owner looking for an exit strategy.


We:

  • Created and reviewed exit strategy options and the associated tax and Cash flow implications.
  • Prepared detailed tax and financial projections to assess the appropriateness of each of the options.
  • Created confidence in selecting the right exit strategy by painting a unified picture of their overall net wealth.
  • Worked with their other professionals to implement a holistic succession plan and helped guide the family into their next chapter.
Click here to read how we helped.
*examples provided for illustrative purposes only

Bruce (53) & Judy (51) Goulding*

Successful business owners and real estate investors looking for help managing their increasingly complex needs.


We:

  • Worked with the family’s existing tax professionals to reorganize their existing corporate structure making it more tax-efficient and better prepared for possible sale or succession.
  • Facilitated discussions with Bruce and Judy and interacted with their lawyer to bring their estate plan inline with their wishes.
  • Instituted an investment strategy consistent with their appetite for risk and the intended use for those assets.
  • Continue to hold formal family meetings with Bruce, Judy and their children to elevate the family’s overall vision for the family wealth and help prepare the next generation.
Click here to read how we helped.
*examples provided for illustrative purposes only

Tim (40) & Mary (42) Salter*

Young family with a new construction business looking for a plan.


We:

  • Worked with estate team and Tim & Mary’s lawyer to create wills.
  • Created a financial plan to gain a better understanding of their current financial picture and their cash flow needs.
  • Designed an investment savings strategy, including a RESP for their children.
  • Walked through various ‘what if’ scenarios to ensure they were protected if something were to happen to either Tim or Mary.
Click here to read how we helped.
*examples provided for illustrative purposes only

Our services

Planning for your financial future is more than just looking at numbers. To us, it’s the people and dreams behind the figures that matter the most.

What can we help you with?

Family Planning

I want to ensure my current investment strategy is tailored to meet my family’s objectives

Financial Planning

I want to take a wholistic view at my financial picture to provide clarity.

Tax Advice

I want to minimize the taxes I pay during my lifetime and on death.

Wealth Management

I want help to navigate through challenging career and life transitions.

Succession Planning

I want to work with my family to ensure a successful wealth transfer to the next generation.

Philanthropy

I want to help coordinate strategies to facilitate philanthropic objectives

Get in touch

We are looking for the right client to help grow and support for many years to come. If you:

  • Are a business owner that is looking for guidance in your tax and estate planning
  • Are looking for a team to help your family manage your overall financial picture
  • Don’t have or are unsure of your wealth plan
  • Don’t even know the right questions to ask

Our team of tax, estate planning and financial specialists are here to help. Contact us today.