Anchor Wealth Advisory Services
SERVICES
Ultra High Net Worth Services include:
- governance
- succession and estate planning
- investment advisory
- trust advisory
- insurance advisory
- education
Pension Risk Optimization:
- 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.
Indigenous Financial Claim Settlement:
- assist in creatively resolving the over 1000 outstanding financial claims across Canada
- Financing partners include RBC, ATB, and Concentra Bank and Trust.