Our clients entrust us with a variety of types of investment accounts, including personal accounts, foundations, trusts and corporate accounts. We manage assets for families with multiple types of accounts and across several generations. In instances like this, we offer the option of managing each account separately or managing them as a single entity, which many clients find to be more efficient. We take great pride in offering our clients the highest level of personal service and endeavor to be as flexible as possible. Whether this means working with your accountant on your behalf, or being able to access emergency funds on short notice, we aim to accommodate all your needs. No matter how complex your investment situation, we will find solutions.
