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  • Total Wealth Solutions

Total Wealth Solution

Our business is you and your financial well-being. We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate financial planning, investment management, insurance solutions, tax solutions, estate and trust services, and charitable giving strategies based on your unique circumstances and wishes.

  • Personalized wealth management advice
  • Comprehensive financial planning for all life stages
  • Dedicated team support
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  • 82% of Canadians who partner with a financial advisor say they have better investing habits.

    - STRATEGIC INSIGHTS, POLLARA RESEACH 2020
  • Total Wealth Solutions

Bespoke solutions for your evolving needs

Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.

Exclusive Investment Products

Access to all securities products, structured notes, Private Equity and Private credit and other high-net-worth-specific offerings.

Wealth Management

Tailored strategies to grow and protect your wealth.

Retirement Planning

Comprehensive retirement solutions to help secure your future.

Insurance Solutions

Customized insurance plans designed to safeguard your assets and provide peace of mind.

Tax Planning

Expert strategies to reduce tax liabilities and maximize efficiency.
  • Total Wealth Solutions

A PARTNERSHIP FOCUSED ON YOU

Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.

FINANCIAL PLANNING

A well-crafted plan is where your financial journey begins. Financial planning forms the foundation of a personalized wealth management strategy that adapts to your unique goals and life stage. We meet you where you are, creating a custom financial roadmap to guide you forward. With a holistic approach, we prioritize your financial decisions, helping bring clarity and order to your financial life. By defining what “wealth” means to you, we provide recommendations that align with your vision, putting your strategy into action.

Partner with us to:

  • Establish what wealth means to you
  • Determine your goals and objectives
  • Create a customized plan
  • Execute action items to make your goals a reality

INVESTMENT MANAGEMENT

Your life stage, priorities, and goals shape an investment strategy tailored to build, preserve, or generate lifelong income. Through in-depth discovery, we define what wealth means to you, guiding how you invest. Our strategies are carefully aligned with your objectives, risk tolerance, and time horizon, creating a diversified portfolio adaptable to your evolving needs. We provide disciplined, objective guidance to reduce emotional decision-making, adding value through expertise, active rebalancing, and a commitment to integrity and continuous improvement.

Partner with us to:

  • Determine investment objectives, risk tolerance and time horizon
  • Construct an appropriate asset allocation strategy
  • Evaluate and select suitable investments
  • Perform ongoing portfolio monitoring and rebalancing

INSURANCE SOLUTIONS

Protecting loved ones from life’s uncertainties requires a solid financial safety net. Insurance solutions are vital to shield against losses from unexpected events like illness, disability, or death. As part of a comprehensive wealth strategy, insurance offers financial security, tax benefits, and portfolio diversification. We provide full support across annuities, life, critical illness, disability, and specialty insurance, crafting tailored protection plans for every unique situation. Incorporating insurance into your wealth management plan provides peace of mind and assurance against the unexpected.

Partner with us to:

  • Financially protect your family or business
  • Accumulate and transfer wealth using tax-exempt life insurance
  • Fund and facilitate a business transfer or continuity cost-effectively
  • Guarantee income for life

TAX SOLUTIONS

Tax planning is essential in wealth management, helping you retain more of what you’ve earned. Strategic tax reduction frees capital for key goals like retirement, investments, or charitable giving. For individuals and businesses alike, tax planning preserves assets and supports informed financial decisions. Our services include tax consulting, return preparation, and collaboration with advisors to design effective, compliant strategies that minimize liabilities through deductions and credits. Working with our specialists on a tax plan contributes significantly to your financial objectives.

Partner with us to:

  • Minimize tax liability and preserve wealth
  • Prepare and file your tax return
  • Identify restructuring opportunities to maximize wealth
  • Make informed financial decisions

ESTATE & TRUST SERVICES

Life’s milestones often bring important decisions, such as estate planning, trust establishment, and wealth transfer. Our Trust Company provides expert guidance, acting as executor, trustee, or power of attorney to protect family harmony, preserve wealth, and create legacies. We listen and understand each client’s unique needs, offering advice that simplifies estate and legacy planning. With a comprehensive estate plan, we ensure your wealth reflects your values and supports family, friends, and causes now and in the future.

Partner with us to:

  • Maintain family harmony
  • Ensure diligent care of beneficiaries
  • Preserve wealth and avoid financial vulnerability
  • Facilitate legacies for generations to come

CHARITABLE GIVING

Charitable giving creates a lasting legacy, allowing you to support causes you care about while achieving personal fulfillment and building stronger communities. Integrating philanthropy into your wealth plan offers tax benefits and enhances your impact. Our specialists guide strategic giving, from establishing family foundations to maximizing donations through charitable funds. Partnering with the Raymond James Canada Foundation, we provide a streamlined, impactful approach to philanthropy, enabling you to pass on a legacy of giving to future generations.

Partner with us to:

  • Create your family foundation
  • Build a charitable legacy
  • Maximize impact to your favorite charities
  • Initiate a strategic approach to giving

You + Your Family + Your Goals + Your Wealth = 

Life Well Planned

AimStar

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Ready to build your ideal portfolio? Our expert advisors are here to create a personalized wealth plan tailored to your goals—let’s start today!

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AimStar Advisory Service

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AimStar Private Wealth

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