Prepared
Our process enables you to navigate uncertainty by cutting through short-term noise and focusing on what we can control. Rather than making predictions, we help you prepare for the future by creating a comprehensive financial strategy that aligns with your life stage, goals, values and risk personality.
Client-Centred
We prioritize understanding your unique circumstances and values to develop a personalized investment strategy that feels right to you. We believe in enhancing your financial and investment literacy and understanding of various planning concepts, whether you are a new or seasoned investor.
Invested In Your Success
We invest in the same mix of assets as our clients, including alternative investments and a variety of portfolio managers, to align our interests and deepen our understanding of investments. We refer you to the trusted tax, estate, and insurance specialists we use ourselves.
About Us
Jennifer and ilan provide a holistic approach to investment planning by leaning on their combined 50+ years of investment experience, their outstanding network of trusted professionals and their unique strengths and specializations to provide a comprehensive service to their clients.
Services
We offer comprehensive financial solutions tailored to your unique needs.
Private Capital
Private capital investments are securities that do not trade on a stock exchange and can include private equity, private debt, real estate, commodities and more. We can provide our clients with access to private investments through our registration with Raintree Financial Solutions.
Portfolio Management Referrals
We can refer clients to some of Canada’s largest portfolio managers through our registration with Raintree Financial Solutions. You can learn more about Portfolio Management here.
Financial Planning
We partner with financial planners to empower our clients and guide them toward a secure financial future. Our experienced team understands that everyone’s financial situation is unique, and we are committed to providing personalized strategies tailored to your specific needs and goals.
Insurance
Our goal is to ensure you, your family, your business, and your estate are protected should you encounter unforeseen circumstances. We have partnered with an insurance specialist to help cover all of your insurance requirements.