ANCHOR WEALTH ADVISORY

Ultra High Net Worth Services include:

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- governance

- succession and estate planning

- investment advisory

- trust advisory

- insurance advisory

- education

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Pension Risk Optimization:

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- assisting multi-national companies with large defined benefit pension plans to more effectively manage risks including interest rate, inflation and longevity  with partners including Scotiabank, Sun Life and Fortem Partners Inc.

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Indigenous Financial Claim Settlement:

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- assist in creatively resolving the over 1000 outstanding financial claims across Canada

- Financing partners include RBC, ATB, and Concentra Bank and Trust.