About You

Whether you’re single or part of an extended family spanning multiple generations, we know there are important considerations and questions that might keep you up at night.

You have significant responsibilities at work, so your personal financial goals often end up taking a back seat.

You are constantly trying to coordinate your accountant and other professional advisers to address transactional matters.

As an expatriate, you are faced with complex challenges in relation to local and international residency status, multijurisdictional tax liabilities and extraordinary costs associated with moving and living overseas.

You’re an executive, professional or business owner in the mining and resources industry that faces unique financial challenges related to your industry.

Whether you are fully retired, semi-retired or in the early stages of planning to retire, we are here to assist you in managing your money, protecting and growing your wealth and eventually establishing income streams that will fund your retirement lifestyle.