62%

of High-net-worth Canadians fear running out of money1

47%

of high-net-worth Canadian Blended Families worry about fair estate distribution2

50%

of LGBTQ+ high-net-worth Canadians feel less prepared for retirement compared to their heterosexual counterparts3

 

Customized financial planning strategies for affluent Canadian families of all shapes and sizes focusing on wealth preservation and tax-efficient retirement.

Financial planning for traditional affluent families

We understand the unique challenges faced by traditional affluent families in preserving and transferring wealth across generations. Our tailored strategies ensure your family’s financial legacy remains intact, providing peace of mind and security for the future. Together, we can create the ideal plan for:

  • Wealth preservation: safeguarding your assets from market volatility, inflation and unforeseen events to maintain your family’s standard of living.  
  • Estate planning: developing a comprehensive plan to efficiently transfer wealth, minimizing tax liability, and ensuring your wishes are honored.  
  • Legacy continuity: creating structures that promote family unity, ensure business continuity, and uphold your values through future generations.

Let us help you protect what matters most, ensuring your family’s hard-earned wealth is preserved and passed down with care and precision. 

Financial planning for non-traditional affluent families

You chose your family, and we recognize the unique financial aspirations of gay and lesbian families to retire comfortably and enjoy the wealth they worked hard to build. Our customized strategies focus on ensuring you can live your dream retirement, spending your wealth on what matters most to you without compromise.

  • Retirement planning: creating a personalized retirement plan that maximizes your saving and provides you with freedom to spend confidently in your golden years.  
  • Tax efficiency: implementing strategies to minimize tax impact during retirement, ensuring you keep more of your wealth for the experiences and lifestyle you desire. 
  • Estate planning: ensuring your wealth is spent and distributed according to your wishes, with a focus on your partner, chosen family, and charitable causes.

Let us help you design a retirement that reflects your values, aspirations, and the joy of living life to the fullest.