Who’s Managing My Money?

As wealth increases, so do the complexities of its management.

Integrated Net Worth Model provides advanced services beyond those generally available through accountants and investment advisors. We integrate your wealth plan with the advice of your accountant lawyer or other legal professional to provide a holistic strategy for you to achieve your wealth goals.

• Income planning & projecting
• Retirement planning
• Traditional Investments
• Alternative investments
• Private investments
• Back tested portfolio construction
• Trusts & estate preservation planning
• Philanthropic planning
• Insurance products *
• Tax Planning
• Intergenerational Transfers of Wealth and Legacy Planning

*Insurance products are sold via Harbourfront Estate Planning Services Inc,. (HEPSI). These products may not be subject to CIRO regulation or CIPF coverage, please inquire with your advisor for more information.