Our team represents the top tier of wealth management, so you can be sure your financial strategies are personalized, closely monitored and comprehensive.
High net-worth individuals and families have unique needs that require comprehensive financial planning. With over 20 years experience, Sergio and his team are dedicated to ensure every aspect of clients' financial requirements are taken care of.
My expertise is in the areas of:
- Divesting corporate assets
- Exit Strategy and Succession Planning
- Income splitting and Tax minimization strategies
- Retirement Planning
- Estate Planning and transference of wealth to family and beneficiaries
Behind our team you’ll find the strength of one of Canada’s most respected financial corporations with experienced and qualified experts we can involve when required.
We offer a full line of financial products and services:
* Investment loans.
Tax & estate planning.
* Managed asset investment programs.
* Philanthropic planning.
* Preferred pricing available for households with $500,000 or more in investment assets.
- P. F., Lawyer, Victoria BC (Client for over 18 years)
- I. R., Cowichan Bay, BC (Client for over 15 years)
- D&J F., Professional, Victoria BC (Clients for over 15 years)