Services offered: Succession planning
Trevor Miller
Kim Inglis
Brenda Horan
Cameron Senger
Liam Winegard
Maxime Bibeau
OZGUN INTEPE
Dana Fleming
Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.