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Portfolio Manager
Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.
Whatever your goals, we will take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we will provide the professional advice you need. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.
We can help you and your family:
Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.
Planned philanthropic giving can help create a beautiful legacy.
Planning options to consider in building a retirement nest egg as a business owner.
Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation...
Associate
The latest GIC rates from various financial institutions.
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