A WEALTHY LIFE IS MORE THAN JUST MONEY IT'S WHAT YOUR MONEY CAN DO

Who We Work With

C-Suite Executives

C-Suite Executives are focused on multiple corporate priorities and cherish their limited free time. Personal finances often get bumped to the back burner, as does planning for an eventual or sudden transition to retirement or a new role. With a consistent and efficient process, we make it easy to design your strategy and ensure timely execution to maximize results so you can continue to spend your time & energy where it matters most.

Successful Business Owners

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people. This may involve maximizing a retirement plan, designing a succession plan, establishing buy-sell agreements, or a number of other important considerations to improve your overall situation. We look forward to having a confidential discussion to see where we can help guide you.

High Net Worth Families

You can't take it with you, but you can leave a legacy and set up the next generation for success. Ensuring the smooth transition of wealth where unique family dynamics are considered is a core component of what we do. Whether you plan to gift to family, charities or both, there are many different ways to structure your finances to align with your values; let's explore options together to design a strategy that's right for you and your family.

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.

We take a total wealth solutions approach and offer expert advice that has a positive impact in the pursuit of your life goals, both financial and personal, as they are often intertwined. Whether you are preparing for the next chapter in your life, or simply seeking to optimize the stage you are in now, our professional team will work with you to design and execute a customized strategy to meet your needs and achieve your goals.

Cross Border Wealth Solutions wheel 

Total Wealth Solutions Our business is you and your financial well-being

Starting the conversation is one of the most important steps in the success of your wealth plan. Through our discovery process, we look at your entire life and all its moving pieces. We work with you to set and achieve financial goals for every life stage.

Team Photo

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Insights & Articles

Examining how markets perform through economic contractions
Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
Markets & Investing
The week after liberation day takes markets on a roller coaster ride
Markets & Investing
Fast Takes on Market Trends
Markets & Investing
Liberation day tariff package hits hard around the world.
Markets & Investing
Watch our latest Client Insights webinar.
Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Tax Planning
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
Life Events, Lifestyle & Technology
A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.
Life Events, Lifestyle & Technology
Fast Takes on Market Trends
Markets & Investing
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham