Wealth 360

Your wealth is the reward for a lifetime of hard work, discipline, and prudent money management.

Your wealth is the reward for a lifetime of hard work, discipline, and prudent money management. Yet maintaining your wealth can be as much of a challenge as achieving it. We know how difficult it can be to stay on top of your financial affairs in today’s busy world.

Our Wealth 360 process identifies the planning strategies most appropriate for you and your family. We work with you to identify priorities, opportunities and risks, and then create a realistic action plan.

Wealth management involves much more than just your investments. We take a comprehensive approach that considers all of your financial affairs in context. When it makes sense, we work with your lawyer and accountant to ensure the strategies are thoughtfully implemented.

Our Wealth 360 service was designed to be a complete road map for your wealth plan. Using a user-friendly dashboard format, it neatly summarizes your assets, financial goals, investments and insurance, as well as your prioritized action plan and other important information. During our annual general meeting, we review your Wealth 360 report to clarify where you stand in relation to your goals. We adjust the plan where necessary to ensure you are taking full advantage of all wealth planning opportunities.

  • The Team

  • Our Clients’ Stories

  • Private Family Office

Schedule a Discovery Meeting

Knowledge Centre

How to empower your inheritors (5/5) – Do it Together

How does it make you feel when you’re told what to do? Do you leap to action excited about an idea that isn’t your own or are you more likely to do the opposite? Studies would suggest the latter is more likely.

Read this article
View all articles

How to empower your inheritors (4/5) – Communicate Values, not Dollar Figures.

You’ve worked hard your entire life, making sacrifices in the pursuit of something you believed in. You know what it means to dedicate yourself to something and have found success. Do your adult children share the same values that drove you? Try to communicate values, not dollar figures.

Read this article
View all articles

Janet’s Self-Quarantine Life

I was in Mexico when we first received the news that we had to self-quarantine after travelling. Although I was aware of what was happening in the world, I was quite safely wrapped up in my sun, sand and surf bubble.

Read this article
View all articles