We are a mulit-generational advisory firm who helps navigate the complexities of family, business, and money in order to protect your wealth and legacy for generations.
To bring you the best ideas and strategies, we are long-time members of the Family Enterprise Canada (FEC) and Family Firm Institute (FFI) – this allows us to keep up to date with new research around the world that we can share with the families we work with. As well, some of our planners are Family Enterprise Advisors (FEA), giving them the qualifications to better help you and your family through financial complexities. With this designation, they are more able to facilitate those meaningful and difficult conversations and offer knowledgeable guidance.
Our clients value the dialogue we facilitate with other experts they work with such as their legal and tax professionals – by leading conversations around family, business, and money with these experts, we ensure our clients wealth and legacy are protected.