Family Office Approach
  • When you work with us, it’s like having a family office to manage the financial affairs of not just you, but your entire family – investments, risk management/insurance, cash flow, and estate planning for all family members, all included for a single fee.
  • Our objective is to ensure your professional team is on the same page. We’ll involve your accountant, lawyer and other professional advisors in the creation of your custom financial plan for succession, and act as quarterback to coordinate with them as required to ensure successful execution.
Expertise
  • We’ve specialized in providing succession strategies to family business owners since 1985.
  • Our team has over 80 years of combined experience in the financial services industry.
  • We have a strategic network of professional advisors in every discipline that may be required to help with the successful implementation of your succession plan.
Custom Solutions
  • We provide each client with a custom-tailored solution to achieve their specific goals.
  • Our reporting is customized to suit your business and personal needs.
  • We take the extra step to consider and integrate the business owner’s personal plan, coupled with their employee benefits planning, to provide a customized solution with the 20 insurance carriers that we work with.
Credentials
  • We’re current members of Advocis and the Financial Planning Standards Council (FSPC).
  • We are the only Platinum Advisor in Ontario for the Canadian Federation of Independent Business (CFIB), consulting businesses on their employee benefits program.
  • We have earned the ELITE Advisor™ distinction for being in the top 5% in Canada for client service and satisfaction.
Value and Transparency
  • We provide full disclosure on how we are compensated and what you should expect to receive for whatever custom fee structure is agreed upon.