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High Net Worth Clients Look for Specialized Expertise and Services

Today we kick off a series that focuses on a segment of our business that addresses the specific investing and management needs of High Net-Worth Clientele.

 

We work with a diverse range of clients and are proud to have built a reputation as a business that offers customized service based on individual needs, whether you’ve become an accidental landlord or have multiple international properties under your belt.

In particular, our specialized service is sought after by High Net-Worth (HNW) clientele from around the globe. These clients are those with more experience and larger portfolios than your average investor. They typically want to protect and grow their real estate portfolio to complement their other investments. In many cases our HNW clients are also interested in protecting and transferring this wealth down through generations.

We have carved out a niche as a one-stop shop, offering comprehensive coverage and services for HNW clients. Years of experience, up-to-date knowledge of taxation, estate planning and legislative changes, combined with our deep understanding of the local real estate and rental markets make us the perfect fit for HNW clients investing from abroad, as well as those local to the GTA.

 

Are you a High Net-Worth Client?

Wondering if you are a High Net-Worth Client?

We serve:

  • International investors
  • Corporate executives and other professionals
  • Business owners and entrepreneurs
  • Retirees
  • Multi-generational wealthy families
  • Beneficiaries

Investors with five or more investment properties or a real estate portfolio value above three million dollars (CAD) qualifies for our HNW client services.

We sought out to address gaps  in the market that neglected to address the very special needs of this client-base. We are proud and pleased to be the answer to this need, offering expert and exceptional service. We understand the value of your time, the urgent need to act quickly, the requirement to dot every ‘i’ and cross each ‘t’, while keeping a focused eye on future growth. With a team comprised of Toronto’s crème de la crème, we are ready and able to tackle all of your real estate investing and management needs.

Stay tuned in coming weeks as we delve deeper into the special circumstances and particular issues that face our High Net-Worth clients.

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