Wealth & Investment Management
Disciplined, tax-aware portfolios aligned to your plan with ongoing rebalancing and clear reporting.
- Goals-based asset allocation
- Risk and cash-flow management
- Tax efficiency & rebalancing
Our Services
Integrated wealth, benefits, and legacy solutions—built around your life
Strategy first, products second. We coordinate portfolios, protection, and structures so every decision advances your goals today and your legacy tomorrow.
Insurance & Individual Benefits
Right-sized protection to safeguard income, family, and lifestyle—without compromising growth.
- Life, disability, critical illness
- Health & dental benefits
- Tax-efficient insurance strategies
Corporate Benefits & Executive Compensation
Attract, reward, and retain teams with smart benefits and executive solutions that scale with your business.
- Group health & retirement (GRSP/DPSP)
- Key person & buy–sell coverage
- Executive bonus & retention plans
Estate & Legacy Planning
Structures that protect heirs, reduce tax, and reflect your values—coordinated with your legal advisors.
- Wills & beneficiary coordination
- Trusts & estate tax strategy
- Philanthropy & planned giving