We understand that wealth management relationships can be complex and varied. We prioritize building strong, lasting connections with each individual client. We start by listening to your unique goals and needs. Then, we work with you closely to create a personalized strategy. This approach is essential to helping you achieve your wealth goals.

1. Initial Consultation

• Schedule a meeting to discuss your family's vision and wealth goals.
• Understand both human and financial aspects of your wealth transfer.

2. Discovery Process

• Engage in a deep discovery process with our team.
• Answer purposeful questions to tailor our advice to your needs.

3. Expert Team Collaboration

• Meet our dedicated group of experts who will work with and for you.
• Benefit from their experience and expertise in wealth management.

4. Customized Financial Plan

• Receive a holistic financial plan designed specifically for you.
• Our investment team will assess your risk profile and current commitments.

5. Independent Portfolio Optimization

• Get an independent perspective to create an optimal portfolio.
• Access unique opportunities not typically available to private investors.

6. Simplified Communication and Administration

• Enjoy one point of contact for all your needs.
• Benefit from a compliant structure for Canadian taxpayers.
• Receive a consolidated portfolio report for better clarity.

7. Ongoing Relationship and Trust

• Build a relationship based on trust with our team.
• Develop a holistic wealth strategy that aligns with your vision of impact.