Our Client Service Pledge
Comprehensive Wealth Planning
We have an in-house wealth planning team, a multi-disciplinary group of professionals which includes lawyers, accountants and estate planners.
Together, we will develop a comprehensive plan to help you achieve your long-term goals. As part of the process, we will examine investment, tax, estate, philanthropic, insurance, and business succession planning needs.
Tax Saving Opportunities
We will evaluate and recommend appropriate tax efficient investment strategies and vehicles, and work directly with your existing specialists to ensure true integration of our recommendations.
We are available to assist and help you. Any one of our team members is always available to answer your calls.
We will monitor your portfolio, making appropriate recommendations to reflect changes in financial and economic conditions, legislation, as well as your personal circumstances.
Communication and Reporting
We believe in personalizing communication requirements for each client: you choose what information and wealth reporting you would like to receive, how you would like to receive it, and how frequently. You can also securely access all your account information online 24-7.