Our customers

Retired

All your life, you have worked to build and accumulate your wealth and you want to protect it for your children, grandchildren and for causes that are important to you. So now you need to adjust the way you view and manage your wealth. We're here to help you deal with some of the realities of retirement.

Business Owners

We have a thorough understanding of reality and we work with business owners and entrepreneurs for whom "time is money". We help you reduce the complexity of managing your personal and business finances.

Whether your business is newly launched or already well established, we can help you maintain your lifestyle now and in retirement.

Many entrepreneurs are often constantly juggling numerous projects and therefore appreciate an unparalleled support service that allows them to quickly see clearly into their financial affairs.

A strong balance sheet and profits that come back year after year are not enough to build wealth. We understand your issues and will help you optimize your overall situation for you and your family at every stage of your business, from start-up to sale.

Health Care Professionals

As healthcare professionals, you have significant obligations and unique financial needs. We can help you create a comprehensive wealth management strategy tailored to your needs.

  • Doctor
  • Veterinarian
  • Dentist
  • Pharmacist
  • Chiropractor
  • Psychologist
  • Nurse
  • All other Authorized Health Professionals

Senior Management

As an executive, you may be surprised at the complexity of your tax, investment portfolio management and compensation practices.

To secure your future and allow you to live your life the way you want, there are some important factors to consider, such as

  • Take a long-term view and establish the best way to use your wealth throughout your life.
  • Minimize your taxes by having retirement, health insurance, savings and education savings accounts, without preventing you from setting money aside for you and your family.
  • Adopt a realistic approach, taking into account the possibility of early retirement. Given the demands of a managerial position (business travel, long working days and other sources of stress), you may want to consider retiring sooner.

Families

As an individual or a family with a large estate, your goals of enhancing, preserving and effectively passing it on are of paramount importance. We develop a plan to provide you with control and continuity today, and during the important transition stages of your life.

We can help multi-generational families in two ways: first, we can guide clients to the most tax-efficient ways to pass on their wealth, while honouring their current goals; and second, we can help the next generation understand and prepare for the impact of instant wealth (e.g. following an inheritance).

Farmers

You continually face many challenges including: changes in government policy, global competition, the complexity of obtaining financing and price volatility. Our team is dedicated to freeing you from these challenges by taking care of your wealth management and financial planning needs. This leaves you ample time to manage your business.

We understand the specific needs of the agricultural sector, especially with respect to family dynamics and incorporation, as some of our team members come from farm families themselves.

Liberal Professions

You are a professional, so you have significant obligations and unique financial needs. We can help you create a comprehensive wealth management strategy tailored to your needs.

  • Lawyer
  • Notary
  • Architect
  • Engineer
  • Accountant
  • All other liberal professions

Foundations and NPOs

In order to ensure the continued funding of foundations and non-profit organizations, it is important to adopt tax-efficient strategies. We know that funding methods are often uncertain, especially for small and new organizations. We are able to establish a structured plan for the proper management of your funding sources.

High performance athletes

We help athletes with investment management, to ensure a stable income and a good legacy in the often early retirement of athletes. You may be faced with a career shift at retirement and you will need to be financially prepared for it. We can help you to :

  • Take a long-term view and establish the best way to use your wealth throughout your life.
  • Minimize your taxes by having retirement, health insurance, savings and education savings accounts, without preventing you from setting money aside for you and your family.
  • Adopt a realistic approach, taking into account the possibility of early retirement. Given that the majority of athletes do not reach the average age of retirement.

Artists, singers and comedians

The reality of artists is very different from that of employees. Your income is generally uncertain and depends on the contracts you are offered. You are often recognized as self-employed. We can help you maintain a financial cushion at all times for latent periods. We establish a financial plan tailored to your needs that will allow you to accumulate wealth and future financial stability. We are here to minimize your taxes by having retirement, health insurance, savings and education savings accounts, without preventing you from putting money aside for you and your family.

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