Rakesh Vijay Bio Image
Rakesh Vijay, M.Com., M.B.A, PFP
Senior Wealth Manager
Janis Parmar Bio Image
Janis Parmar, CIM®
Financial Advisor
Mudit Painuly Bio Image
Mudit Painuly, CFA
Aksh Parekh Bio Image
Aksh Parekh
Portfolio Analyst
Paulson Ong
Financial Advisor

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Services we offer

Structured Solutions and Alternative Investments

Having access to structured solutions and alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labour. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
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Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
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Non-Profits

Non-Profits

06/08/2018
Expertise to support the unique needs and goals of non-profits
Niches
Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches

News & resources

Canadian Preferred Shares Report

Canadian Preferred Shares Report

07/25/2018
It is published quarterly...
Markets & Investing
Insights & Strategies

Insights & Strategies

07/25/2018
A monthly client publication from Private Client Solutions which details...
Markets & Investing
Weekly Economic Commentary

Weekly Economic Commentary

07/25/2018
Chief economist within the Equity Research Department...
Markets & Investing
Managed Money Report

Managed Money Report

07/25/2018
Provides updates regarding the financial industry...
Markets & Investing
Monthly Research Register

Monthly Research Register

07/25/2018
Reports are designed to inform you about...
Markets & Investing
Trends & Ideas

Trends & Ideas

07/25/2018
Highlight new investment ideas...
Markets & Investing
Investment Strategy Weekly

Investment Strategy Weekly

07/25/2018
Market commentary is an indispensable resource...
Markets & Investing
Market Perspectives

Market Perspectives

07/24/2018
A weekly publication from Private Client Solutions
Markets & Investing
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Sophisticated wealth management to serve your individual needs