Who We Serve

Affluent Western Canadian Families

We advise high income professionals, and high and ultra high net worth families.

However, everyone’s needs and priorities are different. Our goal is to guide you and your family through life’s many transitions and challenges.

Managing Beyond
Your Portfolio

An Unbiased Approach to
Family Office Services

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Every Life Stage Opens A New Conversation

Your wealth, life stage and the complexities of your situation, determine our focus.

Building
Wealth

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Enjoying
Liquidity

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Working
Less

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Transitioning
Wealth

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Navigating
Change

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Everyone Has Different Objectives

The most frequent reasons people seek help include:

Clarifying
Direction

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Managing
Risk

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Reducing
Complexity

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Creating
Alignment

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Planned
Giving

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