Overview

Partner with an expert
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

• Retirement planning: how to target distribution of your assets in a tax-advantaged way
• Accumulation: how to target asset growth
• Socially Responsible Investing: Sustainable, "green" and ethical investing
• Estate planning: how to preserve your assets
• Taxation: how to minimize your tax burden
• Business planning: how to grow and manage your business
• Education planning: preparing for future education expenses
• Employee benefits: providing retirement and insurance benefits to your employees
• Risk management: how to protect your assets
• Insurance: protection for yourself, your family and your loved ones

Create a comprehensive plan
By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.

Support your financial goals
Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.