Who we serve

Being in this industry for over 24 years, our expertise is helping affluent individuals, families & business owners managing their wealth. We take a holistic approach by creating comprehensive wealth plan tailored to your needs. We take pride in our exceptional service to our clients. To maintain that level of service, we only take 10-12 qualifying clients per year.

Our ideal client profile can include at least 2 of the following:

        Get in touch with us by Email or 905-602-9991

  Our comprehensive wealth planning can include the following modules: