Wealth management solutions

Wealth management solutions

The unique needs of high net worth individuals and their families require a complete and comprehensive financial plan.

Behind our team is the strength of one of Canada’s largest and most respected corporations and a team of experienced and qualified experts.

We offer a full line of financial products and services in the area of:

  • Tax-efficient investments*
  • Investment loans
  • Tax & estate planning
  • Insurance planning
  • Brokerage services*
  • Managed assets investment programs*
  • Philanthropic planning

* Preferred pricing available for households with $500,000 or more in investment assets.