What makes us unique is not the kind of financial products we offer. Anyone could sell them. And everybody does.
It’s the ones we’ll offer you. Because unlike most others, we understand that you’re different. Your particular financial reality, fears, hopes and dreams are yours alone. So we listen before we advise. With over 25 years of success in growing, managing and preserving wealth, we’re still passionate about creating financial freedom for each of our clients.
What our clients say
Greg and Ronel Grant
Moving to Canada can be exciting but also a daunting experience. We lived in Durbanville (Cape Town) with a lovely surrounding of vineyards and mountains but that does seem very distant now to the big city of Toronto. There are so many things to consider during a time...read more
Although death and taxes are certain, people are always looking for ways to minimise taxes upon death. In certain instances, people are not even aware of the tax consequences upon death. They may have to pay in excess of 30 percent in costs and taxes - capital gains...read more
While we are comfortably settled into the month of October it is of no surprise that shopping malls have already started displaying their Christmas decorations and the talk around company water coolers is leaning towards conversations of, “So what are your December...read more