I will personally guide you to the "Best in class" in these critically important areas.
- Banking - You will only deal with the best rated Private Banker in Canada
- Legal Advisory services - Having the best legal advice ‘at your fingertips’, is imperative in all respects of your wealth management
- Marketing Services – Digital platforms, social media, video with scripting, coaching for your employees or yourself, and so much more.
- Real Estate - All your personal & commercial real estate needs will be taken care of.
- Tax Planning - All your tax planning will be done in conjunction with Canada’s leading tax accountants
Additional world class business services:
- Accounting
- Banking
- Legal
- Realtor
- Car sourcing/leasing
Each & every client will have a different ultimate fee structure as their needs will differ. The fee will be determined by the number of Carats you choose to use and will be by agreement.
The agreement will good for a one-year period from date of signing. Payment can be made electronically or by cheque.
I remain involved through out the entire process.
