This site uses cookies to provide you with a more responsive and personalised service. By using this site you agree to our use of cookies. Please read our cookie notice for more information on the cookies we use and how to delete or block them.

Bookmark Email Print this page

Personal wealth planning

Your success has enabled you to accumulate considerable personal wealth. Now it is time to consider whether you are taking full advantage of the opportunities available to protect that wealth, your income and your financial future.

Our advisors will optimize your portfolio with a full range of financial, estate and succession planning strategies.

When you work with us, you can count on greater financial security, full tax minimization, and the reassurance that your present and future wealth will be preserved and transferred according to your wishes.

Related links

  • ExternalURL
    Weekly tax highlights
    Current tax news

Featured content

Learn more

  • 2011 budgeets
    Federal and provincial budget highlights
  • ExternalURL
    Deloitte newsletters
  • TaxBreaks archive
    Bi-monthly newsletters on corporate and personal tax