Client Stories
Achieving your vision
By understanding your objectives and concerns we can begin to create a bespoke financial solution that achieves the vision you have for your life. Explore some of the comprehensive strategies and solutions we’ve designed for some of our clients.
Sonia
Sonia is a retired business professional and owns a vacation property in Mexico. Her husband recently passed away, and she wants to ensure her family wealth is well preserved and assets are properly managed.
Daniel
Daniel is a senior vice president with one of Canada’s largest mining companies. His wife, Denise, runs her own interior design consulting company.
David
David recently retired from his position as senior partner at the largest law firm in Montreal.
Elizabeth
Elizabeth is a medical professional and her husband is retired, having sold his software business to a multinational corporation recently.
Ellen
Ellen is a married stay-at-home mother to three children. Her husband is an executive at a multi-national corporation.
Lisa
Lisa and her husband Dan run a successful retail clothing business, with a chain of seven stores across Canada.
James
Over a period of 40 years, James and his wife Debbie built a business empire. He is looking to retire, transferring ownership of the business to a son.
Richard
Richard works for one of the world’s leading luxury-automobile manufacturers and commutes often between offices in Canada and Mexico.