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.


Derek Van Doorn

Kavina Nagrani
416 748-4778

J. A. (Sandy) Nixon

Allan J. Ritchie

Michael Otto