We are committed to exceptional service through; honesty, transparency, accountability, frequent communication and care. This is our promise to you.
Our Clients Come First. Always.
Who We Help
Collectively having well over 60 years of wealth management experience under our belts, we’ve successfully advised numerous top-tier athletes helping them transition from amateur, to pro, and beyond.
Helping executives of publicly traded companies monetize and/or diversify their concentrated equity positions with more complex tax-advantaged strategies
Americans in Canada who hold 401(k)s, IRAs, Inherited IRAs, etc. and Canadians moving to the U.S. with registered accounts (TFSAs, RRSPS, RRIFs, etc.)
Planning, Guiding, Protecting
The 3D Wealth Process
Let’s build a financial plan that puts you at the center of it all, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. We’ve developed a personalized wealth planning process to get to the heart of how we can best help you.