Services
An Empathetic, Data-Driven Private Client Journey
Discovery Phase: First, let’s try understand your financial and life style goals and needs
Planning Phase: After having a better understanding of your lifestyle goals, we craft a personalized and digital financial dashboard to fulfill your needs using a variety of tools: RRSP, dividend-generating life insurance, corporate tax-efficient accounts, etc.
Planning Phase: Once we decide on a financial plan, the real work begins!
We can adopt one of the following implementation approaches: 1) A “phased” approach that gradually puts into place your investment, insurance, tax and estate planning components, along with any family business restructuring (holding company or operating company). 2) An “All-in-One” approach that implements the whole package together.
Critical
Illness
Aenean non accumsan ante. Duis et risus accumsan sem tempus porta nec sit amet est. Sed ut euismod quam.
Health
Insurance
Aenean non accumsan ante. Duis et risus accumsan sem tempus porta nec sit amet est. Sed ut euismod quam.
Travel
Insurance
Aenean non accumsan ante. Duis et risus accumsan sem tempus porta nec sit amet est. Sed ut euismod quam.
Life
Insurance
Aenean non accumsan ante. Duis et risus accumsan sem tempus porta nec sit amet est. Sed ut euismod quam.
Student
Insurance
Aenean non accumsan ante. Duis et risus accumsan sem tempus porta nec sit amet est. Sed ut euismod quam.
XYZ
Insurance
Aenean non accumsan ante. Duis et risus accumsan sem tempus porta nec sit amet est. Sed ut euismod quam.