Wealth Management

In a constantly changing world, we base our investment decisions on thorough research. If you need to secure your future, we offer professional expertise in Personal Protection, Retirement Planning, Tax Efficiency, and Estate Planning. Our goal is to help you grow your wealth and ensure it is passed on to the next generation.

Real Estate

Investment

Building tangible assets is essential for maintaining and growing your wealth. Investing in residential properties, office spaces, retail, and industrial properties for potentially higher yields. We offer mortgage services, guidance and support to help you identify the best investment opportunities that are both secure and tax-effective.

Foreign-Accredited Investors Program 

Our team specializes in immigration services and can assist you with investor programs such as IEP, EB3 and EB5. In addition, we offer supports for personal and business visa matters, setting up new entities, payroll management, workers' comp., and tax filing. With our comprehensive ecosystem spanning wholesale and retail licensing, cargo, trucking, and warehousing, we ensure that your business needs are always met efficiently.