Expertise for the big picture and finer details

Why work with us?

1. CUSTOMIZATION

We sit with you one-to-one to find out what needs to be done for you to be comfortable with your finances.

 

2. SYNCHRONIZATION

When you have multiple goals and scattered strategies, we help you put everything in the right place, working together systematically.

 

3. MODULAR PLANNING

Our plans are segmented and prioritized, so that they can be easily understood and efficiently implemented.

 

4. ACCESS

Our clients benefit from our privileged access in the industry through our professional network, from investing to cross-border taxation and legislation.

 

5. LEADING

We are continuously looking for better ways to serve our clients, as forerunners in hedge funds, alternative investments, and cross-border services in Canada.

 

6. DUE DILIGENCE

Our thorough and ongoing due diligence process ensures that we sort through all the details to get to the solutions and strategies that will work for you.

 

7. COACHING

We engage in brief instructional sessions to help our clients stay on track to their goals, while becoming better investors.

"I didn't realize how complicated cross-border finance was until I needed to manage new assets in the US, but Darren and his team made things much simpler. I was able to gain a level of access to my wealth that would have been impossible otherwise."
Gerry O.
Consultant
Toronto, ON and New York, NY