The Human Factor

Bringing Consensus - Circumstances differ from one individual to the next, even within the same family. This is what we call the Human Factor and, in managing family trust and corporate accounts, we bring to the table the ability to reconcile it with the more quantitative aspects of finance. We can help you reach a consensus that respects individual views, so that both your assets and family expectations can be properly managed.

Planning for the future – It is important to make financial decisions that respect your circumstances. At times, it may be best to favour lowering debt instead of maximizing your TFSA or RRSP. Before we even think about investing, we work with you to develop strategies that are flexible and which meet your current reality or concerns.

Assisting aging clients - The aging process can lead to the need for more help and require more frequent contact on our part with the trusted individuals you have identified to handle your affairs. Having an updated Will and Power of Attorney is crucial. We can work with the relevant professionals to assist in this process as your life evolves.