Families

Members of the same family can be at different stages in life, with different personalities and risk tolerance levels, and varying levels of understanding or opinions about investment strategies.  Goals such as real estate transfer to the next generation can be planned and we will help you in that way.  Grandparents may also wish to contribute to the studies of their grandchildren, through vehicles such as the Registered Education Savings Plan.  These are all issues that we can assist you with in order to optimize the assets of your Family as a whole, in a broad sense.

Moreover, you can benefit from a favourable rate by pooling under the same “household” the management of different members of your Family with the VP Group.  This is done while maintaining each member’s specific goals and respecting privacy norms.