Sometimes you have more savings than you expected. Sometimes you don’t. Let’s work together to level out the rollercoaster of financial highs and lows.

Personalized attention and hands-on approach:

  • Anything that impacts your business or personal financial life, we’ll do our best to assist you in any way we can
  • Concierge-style service
  • Relationships with trusted wealth managers, financial institutions, insurance brokers, other advisers and various service providers
  • We work closely with you and your team – agents, managers, lawyers, etc.

Day-to-day transacting / monitoring
(in Canada and/or US):

  • Cashflow management – bill payments, deposits, tax remittances, etc.
  • Monitoring of income/review of contracts
  • Tour and royalty accounting
  • Foreign exchange management
  • Budgeting and projections
  • Personal and corporate financial reporting
  • Financial record keeping

Oversight and management of:

  • Tax planning and review of tax preparation by tax professionals – Canada and/or US
  • Investments – coordinate with portfolio managers/investment advisers
  • Insurance – coordinate with insurance professionals
  • Estate planning (wills/trusts) – coordinate with lawyers and tax specialists
  • Liaise with foreign tax professionals for clients generating income in foreign jurisdictions
  • Real estate and asset acquisitions and financing