OUR SERVICES 

 

ALL OUR CLIENTS RECEIVE GOLD-STANDARD SERVICE

Clients who invest $500,000+ receive our core services:

  • Our family office service model, which brings you constant access to your preferred professionals, our tax accountant, lawyer, insurance expert and others, to deliver the best possible comprehensive financial advice

  • Our one-stop-shop that helps you achieve your financial goals through strategic offerings from Canada to across the globe

  • Best-of-the-best investments, carefully researched and selected from a wide universe of options

  • An integrated tax and investment plan that includes strategies to lower your tax bill

  • Action and accountability at tax time: we deliver comprehensive lists and reports of realized gains and losses, t-slips, foreign asset holdings, and annual inclusive fee summaries, etc.

  • Educational and premium client appreciation events

  • Needs analysis and insurance reviews

  • Facilitating international wire transfers in different currencies 

  • Competitive currency exchange

  • Strategic philanthropy: donations of flow through shares, appreciated securities, stock options and more

  • Improved health through discounted membership costs to enhanced healthcare providers e.g. Medcan

  • A competitive 1.5% annual cost, tax-deductible in non-registered accounts

  • More money, less taxes = better bottom line

 

PREFERRED CLIENTS RECEIVE ADDED ADVANTAGES

Clients who invest over $1 million with us receive all of our core services plus:

  • A reduced cost structure: highly competitive 1% annual cost, tax-deductible in non-registered accounts

  • Top-priority service with immediate response time to phone calls, emails and mail with value added tax reporting 

  • Tax and estate planning, retirement projections, review and summary of your benefits plan and will 

  • Estate consultation with our in-house lawyers and accountants  

  • Exercising stock options as required 

  • Annual face-to-face portfolio review 

  • Mentoring and coaching of family members  

  • Quarterly investment portfolio reporting 

  • One-on-one introductions to Canada's top investment managers 

  • Introductions to investment banking terms for capital raises