We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.
Business owners and entrepreneurs
Entrepreneurs pour energy into their ventures. We help make sure that hard work builds lasting wealth. Our private wealth management services include corporate tax planning, income optimization, retirement preparation, and succession strategies. Working with a financial planner who understands both your business and your personal finances means your company’s success can translate into long-term security for you and your family. Whether you’re scaling your business or planning an eventual exit, our approach ensures every decision contributes to sustainable financial growth.
High-net-worth families
We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events (such as inheritances) and how to prepare for them. We facilitate conversations that align goals and expectations, and help ensure the wealth planning needs of all family members are properly addressed.
Cross-border financial planning
If you manage finances in both Canada and the U.S., we help bring clarity to the process. Our team coordinates tax, investment, and estate planning strategies designed for dual citizens. Whether you live in one country and work in another, or your family has dual status, we make sure your plan stays compliant and efficient. With expertise in both systems, we help protect your wealth while keeping the complexities manageable.
Health care professionals
Doctors, dentists, and other healthcare professionals face unique financial challenges. Managing a corporation, planning for early retirement, or transitioning a practice all take careful coordination. We work with clients throughout Halifax and Nova Scotia to create clear, personalized wealth strategies that bring everything together. We’ll look at cash flow and tax planning, insurance options and risk protection. Our goal is simple: to help you spend less time worrying about finances and more time focusing on your patients and family.
Pre-retirees and retirees
Retirement is a new phase in your journey that deserves careful planning. We help pre-retirees and retirees across Nova Scotia make the transition with confidence, creating income plans that balance security and flexibility. Our Halifax-based team focuses on structuring investments and withdrawals to reduce taxes, preserve capital, and support the lifestyle you envision. With proactive communication and clear, education-focused guidance, we make retirement planning straightforward and reassuring.
Lawyers
Busy schedules, variable income, and unique tax considerations can make financial planning feel complicated. We help lawyers, accountants, and other professionals create strategies that match their personal and professional goals. From managing partnership income to planning for retirement and structuring investments, we provide guidance that balances tax efficiency, wealth growth, and peace of mind.
While working together, clients and their families not only benefit from a lower fee, but they also have peace of mind that their kids and grandkids receive strong financial advice, helping them through life’s challenges. We will be there to help reduce the overall family tax burden, and transition family wealth while protecting it for the next generation. Here are just some of the key areas in which we assist high net worth families:
Family group pricing
We understand the importance of having a full picture of your family’s financial well-being. Multi-generational pricing is another way we provide clients even greater value. In addition to lower fees, your close family members can benefit from comprehensive financial advice, tailored solutions, and dedicated service.
Do you have cash and investments that are not needed to fund your own lifestyle needs?
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