Managing your wealth means more than managing your investments.
With 25 years of practice experience, we have developed strategic plans to specifically assist the efforts of medical professionals, professional athletes and business owners.
To properly grow and protect your wealth an integrated approach is required. Our experienced team specializes in efficient corporate tax planning, advanced estate strategies, as well as identifying wealth creation and preservation opportunities.
Although our strategies can be complex, the way we explain is not.
High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you’ll find the strength of one of Canada’s most respected financial corporations with experienced and qualified experts we can involve when required.
We offer a full line of financial products and services:
Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services.* Managed asset investment programs.* Philanthropic planning.
* Preferred pricing available for households with $500,000 or more in investment assets.
- Chantal Desloges
- Dan Desrochers