Basic info
Industry
financial services
Sectors
Wealth Management
Financial Planning
Investment Management and Advice
Estate Planning
Member: Global Association of Independent Advisors (GAIA)
Retirement Planning
Banking
Succession Planning
Venture Capital
Behavioural Coaching
CEFEX accredited
Portfolio Management
Member: Investment Industry Regulatory Organization of Canada (IIROC)
Tax Planning & Management
Consulting
Member: Canadian Investor Protection Fund (CIPF)
Legacy Planning & Management – Trusts
Financial Services
Philanthropic Strategy
Family Office - Legacy Planning & Management
Risk Management
Date founded
1996