Our clients need financial advise. We offer expect advice to our clients. Our clients want to ensure there is enough they have enough money to last their lifespan. They want to know the most cost effective ways to borrow money for themselves and their businesses.
Some of our client's assets require administration. From tax preparation, minimization and filing to property management, We meet the financial regulatory obligations by working with accountants, lawyers, accountant, property managers, business and real estate professionals.
Our clients have estates that require preservation. Some clients have concentration of securities. Others have diversified portfolios. We provide professional asset management services for our clients to help them reach their financial goals of income, wealth preservation and appreciation.
Our licensed financial advisors are highly skilled and focused on helping clients manage their finances by taking client's money in to help them meet their financial needs.
This service include management of investment property and and off the market. We keep the property in marketable conditions.
Business owners may want a break from the day to day administration of the business. This is where we come in.
When vehicles begin to generate revenue, they become great assets for their owners. We manage the assets for the owner.
This service include custody of business financial files before and after your business is listed on the stock market. We keep the books to ensure your business is complaint with industry regulators.
This service promotes your company stock to investors looking to put their money into high growth companies. The service makes your stocks attractive to them on private or public listings.
Where it is necessary for your business to be acquired, we provide the right buyer at the right price point. This service works with business brokers to ensure your business is acquired.
This service helps to list your business on the stock market for maximum exposure. Investors interested in investing in your business will be able to see your shares listed and easily purchase them.
This service provides professional corporate tax filing to businesses. We work with certified accountants to ensure your business taxes are filed correctly with the government revenue services.
This service puts the right insurance in place to manage risks your business may be exposed to. The service includes buy sell agreements, key person insurance and infinite banking solutions.
Our financial advisors responsible for buying assets in the client's portfolio buy stocks, bonds and property to help clients meet their financial objectives.
We provide wealth management services to business owners who successfully exited their businesses. We specialize in building diversified portfolios comprising traditional and alternative asset classes such as gold and silver. Diversification reduces inherent risk in a portfolio. This service comes with asset weight balancing to enhance portfolio performance. Accredited business clients are able to invest in private equities, over the counter securities and emerging assets classes that may not yet be available to the investing public.
A Canada Life Licensed Brokerage
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