Integrated Wealth Planning
Access specialized expertise to structure, preserve and optimize your wealth.
- Personal Financial Management
- Investment Planning
- Insurance and Risk Management
- Tax Planning
- Retirement Planning
- Trust and Estate
Investment Management
Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.
- Discretionary and managed portfolios
- Full-service investment advisory
- Exclusive and customized capital markets solutions
Private Banking and Credit Solutions
Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.
- Full-service banking with a dedicated team
- Multi-currency credit solutions
- Cash and liquidity solutions
- Cross-border banking solutions
- High level of privacy and discretion in all transactions and family interactions
Family Engagement
Cultivate your family culture and ground it in shared values, intentional learning, and a purpose around wealth.
- Preparing the next generation for wealth inheritance
- Helping define family goals and developing plans to achieve them
- Bringing financial fluency to every generation
- Helping family members feel confident, informed, and empowered
Business Solutions
Feel secure knowing that we will help you optimize and contribute to the effective management of your business through every stage.
- Cash Flow Management
- Business Financing
- Day-to-Day Banking
- Business Transition
- Global Solutions
- Commercial Mortgages
- Credit Cards
- Managing & Paying your Employees
Philanthropic Planning
Integrate philanthropy into your overall financial strategy, so your giving feels meaningful, purposeful, and makes a lasting impact.
- Strengthening family values and a lasting legacy
- Understanding the benefits of "planned giving"
- Building a family philanthropic strategy
- Knowing and maximizing potential tax benefits
