Guidance for the big picture and finer details
Why work with us?
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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.
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2. SYNCHRONIZATION
When you have multiple goals and scattered strategies, we help you put everything in the right place, working together systematically.
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3. MODULAR PLANNING
Our plans are segmented and prioritized, so that they can be easily understood and efficiently implemented.
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4. ACCESS
Our clients benefit from our privileged access in the industry through our professional network, from investing to cross-border taxation and legislation.
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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.
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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.
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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