We provide innovative wealth management solutions to help successful farmers, business owners and professionals achieve their business, lifestyle and legacy goals.
We build trusted and lasting relationships with our clients by understanding their needs and helping them make informed wealth management decisions that are in their best interest.
Through partnerships with your existing professional advisors we help to develop truly integrated, customized and comprehensive wealth plans centered on your goals.
LifeLegacy WealthCare™ is provided by our CFP® professionals using Canada’s only truly integrated suite of planning software, designed to provide accurate and integrated corporate, trust and personal plans.
Integrated Lifestyle Financial Planning for Families, Corporations and Trusts
Business & Farm Succession Planning
Estate Planning & Preservation
Life Insurance & Living Benefits Planning
Group Health Extended Benefits
Clients enjoy seamless product implementation through recommendations outlined in their comprehensive financial plan.
Investment solutions (Open, TFSA, RRSP/RRIF, RESP and RDSP, etc.) are offered through Fiduciary Trust of Canada on a referral basis. Your accounts are either managed by discretionary Portfolio Managers under a Managed Account Agreement or through Investment Advisors providing investment advice on managed accounts, mutual funds and EFT funds. All reporting, tax information and trading history is provided directly by the custodian and is available via a secure web-portal.
Insurance solutions (including Segregated Funds and Guaranteed Investment Accounts) are identified through a comprehensive needs analysis and brokered through a number of insurers to best match the specific product to meet your needs.
Borrowing solutions such as Mortgages, Lines of Credit and specialized insurance lending are provided through our referral relationship with BMO and Manulife Bank. The advice of qualified lending professionals is integrated into your financial plan.