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We are among the top 0.4% of financial advisors in Canada, offering trusted, innovative and experienced financial planning. Our services are ideal for those seeking expert guidance in traditional and non-traditional strategies to defend against tax and financing costs wealth destroyers and those looking for the real perfect investment. If you're content with your current financial situation and not interested in exploring new opportunities, we may not be the right fit. Due to high demand, we prioritize clients with available savings of $1,000+/month, or investible assets of $100,000+.