Affluent people often lead busy, complicated lives. We are the trusted Investment advisors to a select number of Canadian households with a family net worth of a million dollars or more. Most of our clients are focused on their busy lives; we focus solely on satisfying their financial needs. We are deeply committed to earning our clients' confidence by taking care of them, keeping them well informed and staying in touch.

Our comprehensive service platform encompasses all areas of the financial landscape. You can ask us to manage all of your investments or just one aspect.

We help you to identify your short and long term needs, goals and parameters, create a road map to get you where you want to be, and ensure you stay on track. We analyze your personal and financial situation, identifying what's most important to you and what you worry about the most. Then we recommend a strategic approach to satisfy your needs.

We liaise with your own interdependent accounting, legal and insurance^† professionals or recommend top experts when required.

 
Your Dependents

Providing for dependents can be a major challenge that tends to keep investors awake at night. Our team of dedicated professionals can handle all the details to set up systems in advance for:

• Minimizing tax
• Setting up trusts to ensure your heirs invest your legacy wisely
• Ensuring your heirs are financially able to carry the tax burden of a large legacy
• Smooth and equitable transfer of family assets
• Education

^† Insurance products and services are available through Blackmont Insurance Services Ltd.