Affluent Families
Families today face the distinct challenge of balancing daily needs with their goals for the future. We help families identify their priorities whether it is saving for college educations, retirement or putting plans in place for protecting your family, we will be there to help as your family grows and your needs change.
For some families, wealth can be tied up in a single stock obtained through a profitable business venture or an inheritance. We can help hedge, monetize, diversify or transfer assets, as well as ease tax implications, which is a risk to a family’s overall wealth. We have extensive knowledge of tax-advantaged investments and the tax implications of specific transactions, helping to keep more of your hard earned money in your pocket.
Another priority for families is to leave a legacy for their children, grandchildren, and the community organizations they support. We can help develop strategies to make sure those you care about are taken care of.
We want to serve your family for life by helping in all matters related to handling and protecting your wealth all while building your legacy. Let us do the planning, so you can focus on enjoying your life and the significant people in it.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.