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 to ensure wealth preservation and the orderly transfer of assets from one generation to the next.

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

Contacts

Derek Van Doorn
416.748.4758

J. A. (Sandy) Nixon
416.748.4759

Allan J. Ritchie
416.748.4754

Michael Otto
416.748.4772

Shruthi Raman
416.748.5116