Specific purpose

You have a known financial need. Examples might be: to achieve financial independence / protect family income / build investment returns / reduce taxes.

We introduce you to the most appropriate financial services and products to meet your financial need, and help you choose the most suitable one.

Comprehensive

You want to develop a Master Financial Plan. We offer comprehensive, integrated planning for a flat fee. Your needs will include at least one of: pursue financial independence / minimize taxes / increase investment returns / improve quality of life / simplify financial decision-making.

We start by defining your goals and expectations. Next, we review the existing planning gap, develop the most appropriate solutions, and implement a suitable investment plan.

Legacy Wealth Optimization™

You need help in clarifying your vision, mission, values and goals. Typically you have a high net worth and/or considerable investible assets. Your need usually concerns business asset transfer / wealth transfer / financial independence / family legacy / social capital legacy.

We, supported by selected specialists, build you an optimal integrated plan. Major factors affecting your choices will be financial independence, family legacy and social capital legacy.

Legacy Wealth Optimization™ uses a set of strategies, tactics and proprietary tools developed and licensed by a brilliant and innovative American entrepreneur. There are only a handful of firms in Canada licensed to deliver this program.

We invite you to come in to learn more.