Our goal is to provide you with superior wealth management services, tailored to your needs.

Strategic wealth planning is all about you.

We look at every element of your financial situation, in detail, in order to understand your needs, and look for opportunities.

We will conduct a thorough assessment of your business and personal financial situation, look carefully at personal and corporate taxes, potential risks, and every opportunity to improve your wealth.

Together, we will review and evaluate your current needs and your goals for the future, and formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth and your business interests.

 

Team Approach

When developing your customized strategic wealth plan, we use a team approach and draw on the insights and advice of a host of experts though our Wealth Planning Group of Assante Private Client (a division of CI Private Counsel LP).

Whether it’s lawyers, accountants, investment analysts or tax professionals, we can offer sound guidance on practically any financial issue or question you may have.

 

Planning Tools

Financial Snapshot

Provides you with a high-level overview of your financial resources and their ability to meet lifestyle objectives.

Estate Plan

Provides a comprehensive analysis of your final intentions and offers suggestions about wealth transfer strategies, executor designations, and will specifics, all to ensure that your wishes are carried out upon death in a tax efficient manner.

Financial Plan

A simple yet comprehensive picture of your current wealth scenario. This plan will provide clarity for the future and answer questions that may arise if your circumstances change.

Wealth Planning Report

Comprehensive reporting process that addresses sufficiency of financial resources to support lifestyle goals and objectives and provides detailed, customized tax and financial strategies and wealth transfer strategies.