We believe that as a lawyer, you are unique.
You're extremely detail oriented. So are we.
You're busy... really busy. We understand that and have tailored our service with efficiency in mind.
You don't have a pension benefit, and are therefore responsible for your own retirement planning.
As a professional service provider, there is a good chance you will be be able to benefit from the use of corporate account structures.
We offer specialized wealth management solutions designed to meet the ever changing demands of your legal career. You focus on the law, and we’ll focus on helping you optimize your finances.
Considerations for Lawyers
Transition to Partner
You are no longer a salaried employee, now you receive monthly draws and adjustments representing your contribution to your firm. This change comes with additional responsibilities, financial planning opportunities and tax considerations. Our goal is to take this off your plate so you can focus on your elevated role as partner.
Middle Career Stage
Surplus income is greater than before and mortgage debt is at a more manageable level. Comparing the cost of servicing this debt against potential investment returns and available tax refunds is key. Your job is to think about what level of income is desired in retirement. Our job is to implement proactive strategies with those goals in mind.
Approaching Retirement
After decades of hard work and success, time comes to ask the question, have I saved enough? Consistent income, estate planning and philanthropy become primary concerns. We look after all financial aspects of your retirement transition and introduce the right experts when needed.
Raymond James, Canada’s Largest Independent Investment Firm.
Performance
$838 billion in client assets worldwide ($50.5 billion in Canada). $12 billion market cap.
Analysts
76 analysts globally covering more than 1,300 companies. 17 analysts in Canada covering 260 companies.
Reputation
Added to the Fortune 500 list in June 2016. Added to the S&P500 index in March 2017.
Protection
Member of the Canadian Investor Protection Fund. Regulated by IIROC.
Trusted Financial Advice For Lawyers
We have helped many Vancouver based lawyers implement financial strategies with the goal of helping them reduce stress, save time, and make more money. We know discussing finances is a personal subject, which is why we want to assure you that your information and anything you share during our conversation will be completely confidential. If you’ve been thinking about your finances lately, we would love to sit down for and have a candid discussion about your finances.
