Wealth Management and Estate Planning

Clients rely on us for comprehensive wealth management advice to structure successful business succession plans.

We offer all the necessary tools and documents, including wills, powers of attorney, and trust agreements to ensure wealth preservation and the orderly transfer of assets from one generation to the next.

We also provide succession planning for a family business, advise on the uses of life insurance, assist in establishing charitable organizations, and provide counsel to corporate directors and trustees.

Contacts

Derek Van Doorn
416.748.4758

Kavina Nagrani
416 748-4778

Jason Cicchetti
416-748-4775

J. A. (Sandy) Nixon
416.748.4759

Allan J. Ritchie
416.748.4754

Michael Otto
416.748.4772