Your Life – Your Dreams – Your Legacy

Investments for foundations and private corporations*

We work closely with foundations and Canadian private corporations (CCPCs) to design customized portfolio strategies aligned with their missions, financial goals, and governance needs. We recognize the unique challenges faced by private companies and charitable organizations—from balancing growth with cash flow needs to ensuring effective stewardship of assets. Through our collaboration with the IG Private Company Advisory team, we also offer specialized expertise in areas such as business succession planning, corporate structure optimization, and wealth transfer strategies. By combining disciplined portfolio management with tailored advisory services, we help clients protect and grow their assets while supporting their long-term vision.

(*Offered through Investors Group Securities Inc.)

Investment management

Our services are built around a personalized, research-driven approach. We create customized portfolios designed to meet each client's goals—whether building wealth, preserving capital, or generating income. Through disciplined asset allocation, active monitoring, and regular communication, we ensure that your investments remain aligned with your evolving objectives. Our team partners with you to navigate changing markets and deliver thoughtful, long-term financial results.

Intergenerational wealth transfer

We help families plan for the successful transfer of wealth across generations. Through thoughtful investment strategies, tax-efficient structures, and clear communication, we work to preserve and grow your assets while honoring your family's values and goals. Whether preparing heirs, setting up trusts, or managing philanthropic initiatives, our team provides guidance to ensure your legacy is protected and your wishes are carried out with care and clarity.

Business succession planning

Transitioning a business is a significant milestone that requires careful planning. We work with business owners to develop customized succession strategies that address financial, operational, and family considerations. From managing retained corporate assets to planning ownership transitions, we help you protect the value you've built and create a smooth path forward—whether passing the business to the next generation, selling to a third party, or pursuing other exit strategies.

Insurance solutions

Insurance plays a critical role in protecting wealth and providing financial security. We offer insurance strategies that complement your broader financial and estate plans, including life insurance, critical illness coverage, and corporate-owned policies. Whether used for risk management, tax efficiency, or legacy building, our insurance solutions are tailored to support your long-term goals and provide peace of mind for you, your family, and your business.

Estate and legacy planning

Effective estate and legacy planning ensures that your wealth is preserved, protected, and distributed according to your wishes. We work closely with you — and alongside your legal and tax advisors — to develop strategies that minimize estate taxes, simplify asset transfers, and support the causes you care about. Our goal is to help you leave a meaningful, lasting impact while reducing the burden on your loved ones.