OUR INSIGHTS

B Corp - Best for Workers 2022

Best for Workers Recognition We are beyond happy to share that we’ve been recognized as one of the Best for the World™ B Corps of 2022! With over 5,250 B Corp companies across 156 industries and 83

Strategic Investment Conference 2022

This was the third consecutive all-virtual conference and while we miss meeting other conference attendees and the thoughtful discussions that arise, it was still great to listen to some of the

What are the duties of an executor of a will?

what is an executor of a will? We recently published an article on Will Basics which includes naming an executor for your will. In this article, we breakdown the responsibilities executors have as

Who are Enduring Powers of Attorney & Personal Directives?

In most provinces, there are two types of incapacity planning documents that are prepared alongside a will as part of a comprehensive estate plan—one to cover financial decisions (Enduring Power of

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation