As a corporate executive you have many responsibilities.  You are relied upon by many, of utmost importance is your family’s financial security.  You play an integral role in the creation of wealth and financial independence.  We will create a comprehensive wealth plan to address all your family needs and set a path to achieving your financial goals.  

The 40-hour week is a distant memory for many of us.    As a result, it is difficult to make the time to implement and monitor your financial planning and portfolio management.  Consistently, our clients tell us that main benefits of working with us are:

  • Achieving peace of mind.
  • Saving time
  • Assurance of making the right decisions, and 
  • Tangible results

As you focus on what you do best, our team of experts focuses on what we do best - navigating all other facets of your affairs. Our professionals work in tandem with your accountant, so you truly have one team of experts working together for you.  

A few matters to consider:

  • When did you last review your comprehensive financial plan?
  • When did you last review your wills?
  • What life adventures would you like to do that you haven’t done yet?
  • What are your top financial priorities/concerns?
  • Are there any major risks in your life that you haven’t addressed?
  • How is your personal health?  What is your family’s health history?
  • Do any family members have a disability that you want to ensure is cared for?
  • Is your portfolio globally diversified?
  • What do you want to do in retirement – together with your spouse? Without your spouse?
  • Where do you want to live?
  • How much are you spending now?  Will it change down the road based on future endeavours?
  • Are you getting value for your wealth management fees?