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Our Services

Our primary service is being great to work with

We are proud to be recognized as experts in what we do, how we negotiate on clients' behalf, and how we think differently to come up with creative solutions. 

 

Above all, we're known for being approachable, responsive, and genuinely easy to talk to. We're proud of the long-term relationships we have established with our clients and take pride in being advisors that they can trust. 

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Life Insurance

Obtaining life insurance policies that cover your needs. This includes selecting the right product and carrier, organizing medicals, arranging financing, negotiating the best terms, and implementing the strategy you need. 

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  • Whole Life Insurance

  • Term Life Insurance 

  • Universal Life Insurance

  • Variable Universal Life Insurance

  • Disability & Critical Illness Insurance

  • Health Insurance

Immediate Financing Arrangement (IFA)

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We are specialists in the Immediate Financing Arrangement - a strategy which involves financing the premiums for your insurance policy by way of a collateral loan.

 

This allows clients to secure the life insurance they need without tying up investment capital that could better be deployed elsewhere. It also allows clients with valuable companies to secure coverage which would otherwise not be possible. 

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  • Permanent life insurance at a reduced cost â€‹

  • Maximum interest-deductibility upon reinvestment of borrowed premiums

  • Flexible financing (interest only)

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Global Wealth Management

Investing your money in high-growth portfolios while keeping your risk tolerance and short-term and long-term financial goals in mind. We look at investment portfolios beyond your everyday banks. 

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  • ​Fixed Income

  • Private Capital 

  • Annuities

  • Insurance Asset Management

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Tax, Retirement & Estate Planning

Comprehensive planning that secures your financial future, greatly reduces taxes, and ensures your assets are managed and distributed according to your wishes. A well-crafted estate plan can help you avoid probate and maintain control over how your legacy is transferred.

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  • Tax-Minimization and Tax-Deferral Strategies 

  • Wills

  • Beneficiary Designation

  • Estate Planning 

  • Retirement Planning 

  • Business Succession Planning

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Trusts & Foundations

A trust has legal relationships between settlor, trustee, and beneficiaries. Foundations are separate legal entities. Both can be used for wealth protection, charitable giving, and provide powerful tax and generational planning benefits. 

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  • Individual & Family Trust 

  • Local & Foreign Trusts

  • Life Insurance Trusts

  • Foundations

  • Philanthropy 

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