PRIVATE WEALTH MANAGEMENT
You have accumulated $1M in assets. We provide our private clients with an enhanced level of service to meet their more complex financial needs.
You may have other advisors- accountant/tax expert, lawyer or notary. We coordinate with them and take a holistic approach to the elaboration of your financial plan and the management of your portfolio.
You may have investments in private companies, stock options from your employer, real estate investments or other alternative investments or you may have a portfolio at another financial institution. We take all your assets into account when we build your investment policy and manage your portfolio.
We pay close attention to your succession planning and we coordinate with your legal advisor or notary.