Wealth Managers

“Our estate plans protect the wealth, and you grow the wealth.”

Having worked in the private wealth division at a Canadian national bank for over 5 years, we understand that for many bankers and investment advisors, there is value in having a lawyer simply take their clients “to the finish line” for their estate planning.

We produce estate and tax plans that are holistic and integrate your client’s financing needs and investment mandate, often working closely with you and the client’s accountants and other trusted advisors to ensure that the estate plan is tax-efficient and can suitably transfer a portfolio of wealth to the next generation.

Wealth Managers

Working with Nicco has been a game-changer for my clients. His banking background adds a unique financial perspective to estate planning, resulting in exceptional, tailored strategies which address terminal tax liabilities.

My clients enjoyed working with Nicco. They had their investment portfolio pledged as security for their commercial loan, and Nicco was able to navigate that, family dynamics, and banking lending policies to come up with a strategy on how to treat all children equally on my death.

Wealth Managers

Working with Nicco has been a game-changer for my clients. His banking background adds a unique financial perspective to estate planning, resulting in exceptional, tailored strategies which address terminal tax liabilities.

My clients enjoyed working with Nicco. They had their investment portfolio pledged as security for their commercial loan, and Nicco was able to navigate that, family dynamics, and banking lending policies to come up with a strategy on how to treat all children equally on my death.

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