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Helping successful business owners and medical professionals just like you!

Earl,Jer,Oli

Jeremy Hampson CFP, CLU and Earl Kaplin CFP, CIM and Olivier Brasseur

There is a tremendous advantage to having one contact for all of your wealth management needs.


Who are we?

We are the experts you need who will simplify the complex elements of your wealth. We have the skills, strategies and support of our in-house* accountants, lawyers and estate specialists to provide you with complete financial advice to meet your life goals. 


Who do we help?

Families in Business

  • You run or have recently sold a family-run business.
  • Your business is coming up to a period of transition, e.g. transfer from one generation to another, or sale.
  • You are looking to review your business structure and need help with succession and tax issues.

Medical Professionals

  • You have a very full plate and sometimes find it hard to keep your work-life balance.
  • You are passionate about your work, not your paperwork.
  • You need help managing your investments as well as your debt. You need to establish financial goals and purchase medical insurance. You are considering incorporating.

Families of Wealth

  • You have substantial resources.
  • You want to safeguard your legacy wealth for future generations (family and your favorite charities).
  • You want a solid, tax-efficient plan for today, and tomorrow.

 

How can we help you?  Will you be ok?  Do you have enough to retire? 

By acting as a financial coach on your team, we coordinate with lawyers, accountants and other professionals to pull together one Complete Plan, ensuring nothing is overlooked. We help you build the right strategy, help you avoid the big mistakes and provide you with peace of mind. 

One Complete Plan:

  • Estate Planning
  • Retirement Planning
  • Investments
  • Insurance
  • Tax Planning

 Insurance products and services provided through Assante Estate and Insurance Services Inc. *Certain wealth planning services may be provided through your advisors or the experts at the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP which is an indirect, wholly owned subsidiate of CI FInancial Corp. 

We are fortunate to have formed excellent partnerships and friendships with many of our clients. Here's what our clients Tarina and Robert are saying about us.