We serve an exclusive group of High Net Worth families across Canada, South America, Europe and Asia. Our typical clients are hard working savers, professionals, entrepreneurs, corporations, and not-for-profit organizations. Related accounts and client referrals are welcomed.
When we first meet we’ll review your current situation and talk about your long-term goals and expectations. It is an important dialogue and you should feel comfortable asking any questions you wish. You will receive straightforward and honest answers in return. When we talk again we will have developed a set of recommendations for a comprehensive, long-term financial plan encompassing the entire scope of your financial needs.
A less formal but equally important aspect of our first meeting is getting to know one another. We are beginning a special relationship where trust is critical. We realize that discussing finances is always sensitive and personal, but not always easy. We want you to feel comfortable at all times, and confident that we are committed to your financial well-being.
We look forward to meeting you.