Case Studies

Keeping Our Clients On Track With Life

Case StudiesWe take pride in being the quarterback for our clients as they transition through life.

Our clients come from a variety of countries, careers, families and backgrounds; at the same time, many face similar challenges, experiences and opportunities throughout their lives.

We’ve put together a selection of case studies that illustrate some of their situations for you.

It’s for these challenges and opportunities that we have developed our Wealth Management and Navigator processes.

Jack & Jill, professionals; are in their early 40’s with two children, age 12 & 14. Their current net worth is in excess of $5,000,000, which includes financial, real estate and business assets.

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Mary & John, professionals, are turning 60, with grandchildren. They have two grown children who have both graduated from University and are self sufficient. Their current net worth is in excess of $5,000,000, which includes financial, real estate and business assets.

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Joe & Martha are 65 and 62 respectively and own a family business. They have two grown children who have both graduated from University and are self sufficient. One of their children is involved in the business while the other is pursuing his own career path. Joe has a daughter from a previous marriage. Their current net worth is in excess of $8,000,000, which includes financial, real estate and business assets.

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Mary & John, professionals, are turning 60, with grandchildren. They have two grown children who have both graduated from University and are self sufficient. Their current net worth is in excess of $5,000,000, which includes financial, real estate and business assets.

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Clients are in their early 50’s and are successful entrepreneurs with a top 50 fastest growing company in Canada. Their current net worth between financial, real estate and business assets is in excess of $10 million.

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Mark & Jennifer are 55 and have no children. Their current net worth is in excess of $5,000,000, which includes financial, real estate and business assets.

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David is retired with two children from a previous marriage and is in a common law relationship. His daughter is married and has two children and his son is living overseas and single. Both kids are self sufficient and in their thirties. David’s current net worth is approximately $4,000,000, which includes financial, real estate and business assets.

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Jim & Joan are retired snowbirds who spend the winters down south. They have two grown children in their 40’s. Their son is a lawyer in Eastern Canada and their daughter is a homemaker married to a successful entrepreneur. Their current net worth is in excess of $9,000,000, which includes financial, real estate and business assets

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