We 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.
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.