Wealth Management is a comprehensive advisory discipline encompassing a variety of planning exercises, investment portfolio management and insurance considerations. It requires a careful examination and understanding of a client's personal and financial situation, short-, medium- and long-term life objectives and financial comfort zones. Our wealth management service encompasses and aims to optimize all of the following, tailored to the unique circumstances of you and your family. Click on any of the topics below to learn more on those subjects.
You may wish to share your success with a number of worthy causes. We can help you make this happen in ways that make giving more affordable and/or produce a philanthropic legacy. If you donate securities to a registered charity or to your own charitable foundation not only will you get a charitable donation for the full market value of the investment but you will also be exempt from paying tax on any capital gain realized as a result of the disposition of the donated asset. If you would like to enjoy the tax benefit of donating a large sum to charity but may not want to hand it all to one charity or would prefer to create a legacy of giving and retain the right to change which charities benefit, then we can help you create your own charitable foundation. As you can name this structure as you like it can serve as a memorial to a loved one, a visible personal legacy, or provide the comfort of anonymity if you desire.