Our clients include individuals and their families, corporations/businesses, and charities. We service clients residing in Ontario. We work alongside our clients' accountants, lawyers and financial advisors to provide an effective planning strategy.
Our individual clients typically are professionals and their family members who are looking for excited to find a trusted partner that will take the stress of financial planning completely off of their shoulders. These individuals prefer to spend free time with family, friends, and fundraising, rather than managing all details of your financial plan, investments, and insurance.
Our clients include Canadian-controlled private corporations that wish to reduce or eliminate the overall tax burden and succession planning constraints. Our clients also approach us with a need for key person protection and overall corporate structure assistance.
We work with philanthropists and charities including some of the most well-known hospitals, universities, churches and other places of worship throughout Ontario on insurance and succession planning related inquiries.