What we do for you

Our team of experts offers customized, simple, high-performance solutions that enable advisors to meet the specific needs of affluent clients, professionals and business owners.

Our approach

  • Working closely with advisors to implement strategies that protect and grow their clients’ assets
  • Ensuring clients objectives are met by providing advisors with knowledge and expertise throughout the entire process
  • Providing advisors with materials, concepts and turnkey presentations
  • Offering a comprehensive professional and human experience for both advisors and their clients

Our specialties

  • Minimizing erosion of estate assets due to taxes on capital gains
  • Coping with the loss of a shareholder, senior manager or key employee
  • Establishing plans in order to attract and retain employees and management
  • Implementing succession strategies for companies
  • Maximizing the value of the business in the event of a death, disability or retirement
  • Effective planning for retirement income
  • Distributing estate assets to heirs equitably
  • Leaving a legacy to the community
  • And more!

Our process

Our support process is simple and places you at the heart of a collaborative approach with our experts.


Contact your Regional Sales Director - your starting point and project leader for all your high net worth cases.

Their role and responsibilities:

  • Product illustrations
  • Basic concept illustrations
  • Questions about products
  • Accompaniment throughout the process


For more complex cases, your Regional Sales Director will connect with a Sales Director, Large Case and National Accounts.

Their role and responsibilities:

  • Specific analysis of the case
  • Product illustrations
  • Advanced concept illustrations
  • Tax or legal issues
  • Customized presentations for clients


For even more complex cases, the Sales Director, Large Case and National Accounts assigned to your case will involve the Advanced Financial and Tax Solutions team.

Their role and responsibilities:

  • Advanced tax, legal or accounting analysis
  • Contact and follow-up with the client’s experts
  • Production of tax memos or financial planning


Contact us