As a Manager or Executive, you are leading a busy life where finding the right balance between family and career is a challenge.
As your income and assets grow, your needs become more complex and require a wealth management approach that goes beyond investment selection and takes a complete approach to your financial planning.
We work with a team of professionals, including an estate lawyer, insurance specialist and tax planner. We collaborate with your existing professionals (accountant, lawyer, etc) to build a robust and comprehensive approach to managing your wealth and assets.
When you have trust and confidence your finances are being managed effectively you can focus on other parts of your life including family and career.
Our understanding and awareness of your unique tax and investment requirements allows us to apply strategies such as corporate class pools with tax deductible fees to achieve extreme tax efficiency for our clients.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.