We have a Canadian team, offices across Europe and clients globally. Our team is ready to advise and support your needs wherever you are.
Our team in Canada are conveniently located. Arrange a call back or local meeting to discuss how we can support all your financial needs.
Hear From The Team
Why should expats in Canada seek financial advice?
Every asset portfolio is unique, and your requirements from your investments will vary over time. At every stage of life, and with every set of criteria, we provide strategic analysis and personal recommendations.
As a privately owned advisory firm we are able to identify the most beneficial products from a world of options. Each product we recommend is carefully selected by one of our professional team members, and chosen for you, to meet your criteria and to suit your circumstances.
We are proud to be home to an outstanding team of wealth management experts. Every one of our advisers brings respected professional accreditations and experience to the table.
Working together with our tax advisory specialists we combine the best in the world of financial expertise.
Whether you need a specific set of advice, require a solution to optimise your income streams, or are looking for support in planning to meet your future financial needs, we are here to help.
Transparency is at the heart of what we do, and we never recommend a product without fully vetting it ourselves. Decisions are yours to make, and when we make a recommendation, we do so backed with a full proposal laying out all the fees, costs and risks associated with doing so.
No work is ever carried out without your prior approval of the related fees to ensure you have full control of your wealth at every turn.