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While we deliver great work for our clients, part of our success flows from our ability to work with our clients’ other professional advisors, such as their lawyers, accountants, money managers and others. We’ve learned that while no one has all the answers, strategically working as a team with your other advisors tends to avoid misunderstandings, minimize complexity, and help create the right results.

As part of our unique and valued relationships with our clients, we have developed strategic alliances with numerous service providers outside the financial area. This may include, but is not limited to, commercial real estate brokers, property managers, family counsellors, psychologists and others. No one has all the answers, but having the right team pulled together can create the right results.

Business Planning Services

  • Buy-Sell Funding and Structuring
  • Business Loans Protection
  • Executive Compensation & Key Person Protection
  • Living Buy Outs
  • Creditor Protection Strategies
  • Succession Planning
  • Corporately Owned Life Insurance
  • Employee Benefits


Personal Wealth Strategies

  • Estate Planning and Wealth Transfer
  • Legacy Planning
  • Asset Conservation
  • Asset Protection
  • Estate Equalization
  • Disability/Income Replacement
  • Retirement Strategies
  • Estate Tax Funding
  • Charitable Giving
  • Education Funding
  • Risk Mitigation Strategies, including:
    • Life Insurance (Corporate and Personal)
    • Disability Insurance
    • Critical Illness Protection
    • Insurance Audits (Corporate and Personal)


Single Purpose Planning

  • Life Insurance
  • Disability/Income Protection
  • Long-Term Care Insurance
  • Individual Dental and Health Protection
  • Estate Tax Funding
  • Charitable Giving
  • Educational funding
  • Employee Benefits


Financial Services

  • Strategic Wealth Process™
  • Retirement Planning Strategies
  • Professional Referrals
  • Corporate and Insurance Planning
  • Employee Benefits

 

Throughout The Strategic Wealth Process™, our goal is to assist our clients in handling the difficult planning conversations when it’s risky, and we help them pull their families into sync if and when through family meetings when required. We provide a sounding board for decision-making and we respond to all kinds of needs that frankly have nothing to do with financial advice. We’re thrilled to do it because our work is about helping our clients with what’s important to them, not what’s important to us.

 

 

 

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