Corporate Executives Helping you to focus on your career

Managing a hectic career and the team of people who report to you fills your days. You’ve worked hard to reach this point in your professional life. Protecting what you have created for you and your family is paramount.

We work with you to understand how you envision the rest of your career and the goals you have for when you retire. Once we’ve conducted an in-depth review of your situation, we then provide a comprehensive financial plan to protect what you’ve built. We offer peace of mind so you can live your life and focus on what you do best.

Through Raymond James, we also provide cross-board wealth management solutions to Americans living in Canada and Canadians living in the U.S. We are licensed and regulated to for both Canada and the US. With cross-border issues, such as Passive Foreign Investment Company (PFIC) rules and IRA Rollovers, we have the resources and support to guide you through planning, taxation and legal services.

Let us focus on protecting your future while you work to create it.

In-depth financial planning services include:

• Portfolio Management
• Cross Border Services
• Retirement Plans
• Education Planning
• Personalized Wealth & Investment Management
• Risk Management
• Insurance & Annuities
• Estate Planning
• Strategic Charitable Giving