Wealth Management

Gifts in Canada are generally not taxable. If you receive a gift from a friend or family member, you don’t need to pay tax on it.

When it comes to ultra-high-net-worth wealth management in Canada, it’s essential that you work with a firm with specialists who understand your situation and have helped similar individuals or families.

When looking for and selecting a financial advisor in Canada, it's important to know the difference between all the designations.

Wealth management is about looking at the bigger picture of a client’s life goals and using strategies and expertise to help you achieve these goals.