Consistency. Longevity. Security. Opportunity.
This is just the beginning of what we strive to offer you.
We understand that wealth is about more than just investments, which is why we leverage our knowledge, insight and top-drawer service to help bring your dreams to life. We can help create a clear picture of what you need so the best is yet to come.
What we do
We have three objectives: help you address your goals, help mitigate your concerns about your wealth, and help you realize new financial realities. And because no two clients are identical, we know there’s no place for “one size fits all.” Your wealth management strategy should be uniquely your own. We are passionate about developing customized financial plans and investment strategies, and equally passionate about seeing our clients achieve the results they want.
Our approach requires comprehensive, sophisticated planning and a detailed understanding of your needs. These extra steps result in a greater and more efficient process for building wealth. By collaborating with your accountant, attorney and other trusted professionals, we help co-ordinate a team approach that ensures that no detail is overlooked. This process enables us to recommend wealth, tax, credit and estate strategies in the context of a cohesive plan – one that we will both implement and monitor. We pride ourselves on a cutting-edge wealth management philosophy that has been shaped by some of the most celebrated investors in the world. Years ago we recognized that successful investors don’t put all their money in stocks and bonds alone. Our models emulate this approach by using both traditional and non-traditional investments. Our conservative approach – as well as exposure to alternative investments such as private credit, senior secured loans, commercial mortgages and private real estate – has helped us protect and grow wealth for our clients.
Given the sheer breadth of our client base and assets under administration, we’ve found it helpful to retain a network of lawyer, accountants, consultants and other advisors that round out our team. Together, our core competencies include:
- Wealth management, including alternative investments
- Tax advisory
- Estate planning, including wills and trusts
- Credit planning
- Business sale advisory
- Financial planning
- Commercial insurance and risk management
- Personal insurance and risk assessment
Who we work with
We’re selective when forming new client relationships. Our team minimum is $1 million of liquid assets – an amount which helps us provide each of our clients with the time and advice they need to avoid common mistakes and drive success and confidence in their financial lives. When we determine that a prospective client may be a good fit for our group, we invest a significant amount of time up-front to ensure that there is a solid understanding of our philosophy and a mutual desire to move forward. We only look to establish long-term relationships, and have found that by offering full transparency from the first meeting, we can demonstrate that we are committed to being an exceptional partner to each of our clients.
In sum, we want to do more than simply help you invest.
We aspire to make you a client for life.
CIBC Wood Gundy
Adam Doering, CFA, CFP
Vice-President Investment Advisor
Danielle Chvedukas, CIM
Associate Investment Advisor