Financial Advisors Serving Clients in Edmonton, Calgary, Vancouver, Winnipeg, Ottawa, Toronto, and Surrounding Communities

Carry Forward
Your Vision
& Mission

Whether your family’s legacy is through the transfer of wealth, relationships, philanthropy, or business — we are here to design, coordinate, implement, and partner with you.

Define the purpose for your wealth & fortify your legacy

Guiding the transfer of your wealth to the next generation of your family successfully is a primary focus of how we can serve you. Our goal is to educate and empower your family members to be confident in managing and maintaining the family legacy. We help align your wealth to your greater purpose.

Few lessons, if any, about money have often been passed on. We help every family we work with discover what’s most important to them by aligning with their core values – a strategy that will help them face anything that challenges their success.

Estate & Wealth Transfer

  • How can I maximize what I transfer to my descendants and/or charity?
  • How much should I leave to/for my children?
  • What is the best way to leave wealth for my children and grandchildren so that it provides opportunity and is not a burden or a crutch?
  • How do I think about my Will versus setting up Trusts, and how do I ensure they protect my personal needs, as well as my wishes for my descendants and/or charity?
  • How do I ensure that my business agreements are optimally aligned with my estate plan?
  • Should life insurance or charity play a role in my estate plan?
  • We partner with your estate attorney, or recommend one if needed, in order to create a holistic plan to protect and preserve your family’s wealth for generations to come. Whether through trusts, gifting, life insurance, or other tools, we drive a strategy that is customized to your goals and needs.

Family Legacy & Governance

  • Should we have a family mission statement to guide future generations?
  • How do I help my kids understand the value of money and learn smart ways to save and invest?
  • How do I talk to my children and grandchildren about their inheritance and the responsibility that comes with receiving this money?
  • Should I insist on a prenuptial agreement for my kids? We take a hands-on approach to work with the multiple generations involved in legacy planning. From helping a teenager learn about investments to identifying the most robust legal structure to preserve a legacy for generations to come, we care about the whole family picture and have the knowledge to customize an approach around your family’s goals and needs.

Tax Planning

  • Am I taking advantage of all tax reduction opportunities?
  • Does my CPA have everything they need, and have I made all of the right tax payments at the right times?
  • What is the difference between estate tax and generation-skipping tax, and how does my estate plan address them?
  • Should intra-family loans be part of my tax strategy?
  • Do I need to file a gift tax return? No planning strategy is effective without keen attention to tax implications. We partner with skilled tax advisors to ensure the proper planning and execution are implemented in order to achieve your goals.

Philanthropic Strategy

  • How do I maximize my impact on the causes and organizations I care about, while minimizing personal taxes?
  • Should I create a foundation or a donor-advised fund? How are they different?
  • How do I identify a mission, vision, and grant-making strategy?
  • How will I measure success? Creating a philanthropic legacy matters to you, and we know the most efficient ways to help you maximize the impact of your generosity.

Insurance Consultation

  • Are all of my risks adequately covered?
  • How much liability coverage do I need?
  • Do I need life insurance?
  • Will my children be forced to sell assets at the least opportune time to fund estate tax liability? Our job is to ensure you have the right coverages with a top-quality carrier. We review your coverage and make recommendations for what you need. It’s all part of an integrated planning strategy.

Portfolio Management

  • What investment strategy is best for my family?
  • To reach my long-term goals, what should I consider now and how should I allocate for long-term needs?
  • Should alternative investments play a role in my portfolio?
  • When should I use active managers instead of index funds?
  • Should the investment strategy differ between me, my children, and my foundation?
  • What is the best way to incorporate my desire for socially responsible investing within my portfolio? We create individualized investment portfolios designed to support your lifestyle, grow with inflation, and meet your long-term goals. We focus on after-tax, after-fee performance. Portfolios are built and managed with your estate planning, tax, insurance, and cash flow needs in mind.


Canada’s Planning Shortfall

Growing your wealth and leaving a transformational legacy.


of families lose their wealth by the second generation


Of people over 55 thinks leaving an inheritance is important


of Canadians say they do not have an up-to-date will

*Sources:  Source 1, Source 2, Source 3
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