Contact Chris Chircoski, CFP® today for a confidential discussion.
We partner with private wealth management firms to cater to accredited investors, corporations and charitable foundations in Canada.
Traditional and Alternative investment classes such as real estate, infrastructure, green energy projects, and private equity opportunities.
Strong corporate structure with hands on access to your investment management team.
We work closely with your tax professional and legal team to create solutions for your wealth management.
* Referral arrangements to investment counselling / portfolio management firms available through Sterling Mutuals Inc.