Our Solutions

Holistic Wealth Tailored to Your Needs and Goals

Dedicated to exceptional service and results

Connect to solutions that move you forward

We connect you to an incomparable range of capabilities and solutions. By collaborating with our network of teams of experts and specialists—the firm’s deepest centers of local and global knowledge—they customize strategies and a bespoke long-term plan that reflects who you are and all you want to accomplish. 

Our Solutions can help you: 

  • Tax efficiently redeem money out of your corporation
  • Safely and tax effectively optimize your wealth
  • Transfer assets tax free from your corporation to your family
  • Minimize taxes personally, corporately, and for your estate
  • Set up a no-limit Corporate solution like a TFSA!
  • Significantly increase your philanthropic donations 
  • Protect you and your family with the best insurance coverage available 

By exploring smart strategies and leveraging the expertise of elite advisors and tax professionals, you can secure your desired financial legacy and maximize the benefits for you now and your loved ones later.  


Tax Minimization & Wealth Optimization

Wealth planning services

Life Insurance

Whether you want help covering estate tax or building a legacy, you can protect your family or business with our term or permanent insurance solutions

Estate Planning

From yesterday to today to tomorrow, your wealth tells a personal story. We’ll help you align your plans with your wishes and the legacy you envision.

Tax Planning

Make the most of your wealth with strategies that can help you protect your assets and address your individual or family tax situation.

Charitable Giving

Donations can be integrated with other corporate and personal tax planning to provide the greatest possible relief from taxes.

Business Owner Planning

Move confidently through each stage of your business life cycle with personalized planning—backed by expert insights—to meet your evolving needs.

Legacy Planning

Create an enduring family legacy, simplify your estate and pass down your wealth and values with personalized planning.

Group Benefits

Protect your employees against the high cost of drugs, medical and dental services and treatments with Extended Health Care or a Health Spending Account!

Health Insurance

Help protect yourself from regular health and dental costs and the expenses associated with disability, critical illness and long term care.

Retirement Income Planning

Enjoy the retirement you've envisioned with sound strategies tailored to your individual priorities and goals.

Business Succession Planning

Feel confident about your next chapter, whatever it may be, with a succession plan that positions you and your business for the best possible outcome.

Group Pensions & Retirement Savings Plans

In a competitive job market and an often-shifting economy, set your company apart with attractive benefits for your employees.

Philanthropic Services

Create a lasting legacy through a private foundation or a donor-advised fund to make a positive impact on your community and carry your (and your family’s) giving values into the future.
Contact Us

Ready to start a conversation?

Our clients receive tailored professional advice from the very first stage and are provided with all the resources and expert help they need. If you’d like to learn how we can help you create, grow, and preserve your wealth, contact us today to schedule a call or an appointment. We appreciate your time and look forward to connecting with you.
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