WEALTH INSURANCE

Our team of experts works with clients and their professional advisors to craft custom insurance, benefit and business planning portfolios to preserve and transfer wealth on a tax-advantaged basis... We are entering a new and unprecedented era of global family wealth transfers and giving, against the backdrop of rising wealth. We understand that individuals and families need to prepare now for the risks that accompany this mass changing of wealth... We have had the honour and pleasure to serve as the trusted advisor for some of Canada's wealthiest families, and we have developed professional strategic alliances with financial institutions, legal and accounting firms and financial advisors internationally.

Primary location: Markham