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CLIENTS

The personal and financial lives of affluent families are more complex than most. We recognize that greater wealth typically means a greater need for specialized services, and an ability to make the complex simple.

Our clients, their families, and their businesses are not asking for stand-alone products; they want a comprehensive plan and a process that realizes their ever-changing goals and dreams.

Your financial decisions should be made through open and honest discussion, and in consideration of many opinions. We coordinate your need for multiple professional advisors, product specialists, and yes, the other members of your family to help you make sound decisions for today and tomorrow.

BUSINESS OWNERS & FOUNDERS

Working with incorporated business owners, entrepreneurs, and self-employed professionals to develop and maintain an effective tax structure and business continuation plan. Through a defined process and ongoing review we work to align your corporate assets and cash flow with your personal goals, retirement income, family trusts and eventual business succession.

EXECUTIVES & LEADERS

Guiding executives and community leaders to prepare for the eventual transition from being gainfully employed, to a position of financial independence. Your decision to continue to work or not is tax-efficiently coordinated with all sources of retirement income. We understand the unique needs in developing a comprehensive strategy to transition both your time and wealth from your work to your family.

MISSION

We continually strive to be the premier Wealth Management provider to our clients. Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions. We continually work to provide our clients with unparalleled personal service and Peace of Mind to allow them to Dream, Plan and Prosper.

TEAM

Dean Trudeau, CFP, CIM

Founder, Portfolio Manager

Matthew Shipley, CFP

Financial Planner

Andre Genest, CPA

Accountant, Wealth Advisor

DAVID WARREN

MORTGAGE BROKER | LICENSE #M13002217

AJ Plant

Real Estate Broker

Jeffrey (JP) McAvoy

Legal Counsel

Jennifer O’Byrne

Associate Planner

Ana Perez

Administrative Associate

Hilary Alexander

Client Concierge

“Today be thankful and think how rich you are.
Your family is priceless, your time is gold and your health is wealth.”
– Zig Ziglar

RESOURCES & INSIGHTS

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. That’s because you must consider a number of factors when making this important decision.   On the personal side, typical choices for an executor could be a spouse, child, sibling or close friend. On the …

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Sandwich Generation: Are You Taking Care of Yourself?

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation. The term was coined almost 40 years ago by social worker Dorothy Miller to refer to women performing this double duty. …

Sandwich Generation: Are You Taking Care of Yourself? Read More »

When Families Blend, Life Changes

It wasn’t that long ago when blended families were an uncommon family unit. Today, they now represent about 1 in 8 couples in Canada with children. When families change, so do finances. Here are some life-long things to consider.   These families come in various forms, with either one or both partners bringing their child …

When Families Blend, Life Changes Read More »