ASTUTE STRATEGIES

In addition to financial advisors, we also have significant experience collaborating with your other professionals, including accountants and lawyers, to ensure that you receive advice that is holistic, customized, and communicated to your entire team of professional advisors... We have many years of experience dealing with individuals, families and business owners and we take a broad view of planning, helping clients navigate the complexity by clearly laying out the options, setting priorities and working towards implementing their choices. We use what we know, and who we know, to meet our clients' needs... Advice-only financial, tax and estate planning for business owners, professionals, financial advisors, families, retirees and employees

Also known as: Astute Strategies Inc.

Primary location: Toronto