Some questions about the future are best discussed face to face
Around home buying, wealth, tax, family, education and retirement, we help families make better decisions.
Why we built a wealth club
The answers to wealth questions rarely come from a single seminar — they grow out of long-term conversation and companionship. Through the wealth club, we hope each gathering becomes part of a lasting community, where families find people walking the same road at every stage.
Upcoming events
The club meets every week — sometimes more than once — and our client families are always the first to know.
Family tax & cash-flow session
One evening to ask every tax-season question — income, corporations and the family accounts, in plain language.
New office open house
Drop by the new Richmond office, meet the team that looks after your family, and see where club events now live.
Past events
On opening day, clients, partners and media celebrated with us — this is now home base for club events.




