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Custom Solutions

What is your next goal?

The goals we help our clients achieve vary widely, from successfully exiting a business to accumulating personal wealth or continuing a family legacy. With each of these clients, we have designed custom strategies tailored to their unique requirements and objectives.

This has led us to develop a suite of services concentrated in four main areas:
accumulating, preserving, converting and transferring wealth.

ENTREPRENEURS

How do you stay on track to your financial goals while you run your business?

Entrepreneurs often face the challenge of having to protect and accumulate the wealth they generate through the business, while planning for future distribution and retirement funding through its sale or succession. We help owners manage multiple priorities through thorough, holistic planning.

Our services for entrepreneurs include:

Goal-oriented portfolio management to help you build up your wealth

Our services for entrepreneurs include:

Strategies and professionals to help you reduce liability, mitigate tax and manage risk

Our services for entrepreneurs include:

Planning your cash flow and coordinating your exit from the business or planning for a reduced role in your business

Our services for entrepreneurs include:

Extracting capital from your business and navigating transitions like succession or support for the rising generation

PROFESSIONALS

Time is a resource – professionals use it effectively.

Busy professionals have little time to spare for the complexities of wealth planning and management. With a custom Investment Proposal and discretionary investment management that allows for timely day-to-day decisions, we can help you use your time efficiently, while taking tangible steps toward your goals.

Our services for professionals include:

Investing and saving strategies, as well as key decisions like incorporating your professional practice

Our services for professionals include:

Insurance consultation, disciplined approach to market volatility, and strategies to mitigate various types of taxation

Our services for professionals include:

Converting assets, savings, stock options and other income sources into efficient retirement cash flow

Our services for professionals include:

Education planning, estate planning and gifting strategies

INDIVIDUALS AND FAMILIES

Life is always changing.

That’s why actively managed, custom financial strategies are so essential. We help successful individuals and their families to work toward their goals, adapting to new developments and life events as they occur.

Our services for individuals and families include:

Registered savings, tailored investment strategies and tactics to help grow your wealth tax-efficiently

Our services for individuals and families include:

Insurance strategies to help protect your family’s interests and long-term planning to improve the longevity of your wealth

Our services for individuals and families include:

Understanding your lifestyle and planning for the retirement you envision

Our services for individuals and families include:

Working with your accountant and estate attorney to design a comprehensive legacy plan that includes philanthropy and family values

Our client relationships often span many years and, in some cases, multiple generations. Those we work with rely on us for vital plans and strategies, but also as a trusted everyday resource for all things financial.

Izabelle Hamelin
Investment Advisor
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