“What is the best way to stay on top of all facets of my personal, work and family life?”
“Legacy is important to me and my family but how do we bring it all together?”
“I need to simplify the complexities and intricacies of the day to day and for the future.”
We look for hidden complexities that could impact you, your family
and your business by uncovering what is working, and if there are gaps or opportunities. There is nothing more important than working towards ensuring your goals for future success are met. As a Family Enterprise Advisor, Peter will be there every step of the way, helping you understand and get the most out of your other valued advisors like Accountants and Lawyers. Could you be saving money, tax expenditures, other advisor fees, and time?
As a Family Enterprise office we work with high-net-worth families and have developed skills, a proprietary process, and the tools to help you and your family continue to grow. For some clients we manage all relationships and become integrated in everything they do, for other families we work on specific projects to ensure they run smoothly. Having us as a resource to keep things moving forward, focused on the big picture and guiding your family, provides peace of mind. Our offering is as unique as you and your family!
Reviewing and assessing your key personal, family and business documents.
Getting your plan and the people supporting you aligned to your goals.
Focusing on what matters most for your personal and family business success.
If fit matters as much to you as it does to us, you’ve come to the right place. We start with a 90 minute no future obligation meeting. To book your consultation contact June at 905 332 6633 or 416 855 9892.
