We partner with individuals, families, and foundations on tailored solutions focused on growing and protecting wealth and building security, independence and a legacy for future generations. We offer a comprehensive approach to Wealth Planning for Business Owners
, including a collaborative approach that allows us to create and sustain strategies that are built with risk management at the forefront.
At Guardian Partners, we are highly experienced in dealing with the behavioural aspect of wealth and all of its associated facets, including wealth transfer and multi-generational planning. We leverage that experience to provide you guidance on significant wealth decisions, such as Key Considerations when Creating a Family Office
Our Strategies and Solutions Group
is focused entirely on asset allocation, manager research and investment thought leadership, and can design you a goals-based, bespoke investment program.
Our financial assessments are thorough and detailed, and include a Financial Risk Analysis
, access to reporting and insights, ongoing monitoring of relevant market dynamics, financial circumstances, life changes and more.
Guardian Partners believes in the ongoing education of our clients’ personal team, leveraging our unique experience and comprehensive knowledge to assist in this process. One example of this is our New Stakeholder Education Program
, designed to increase the understanding and engagement of those stakeholders when it comes to the management of your investment portfolio.