Achieve Peace of Mind by Insuring your Estate and Leaving behind a Financial Legacy
At Rise, we specialize in high net worth financial planning and life insurance solutions for Canadian business owners and their families.
What we offer
Our services offer a proven path for your assets, allowing you to enjoy your wealth while you’re here and providing your children a tax-free inheritance.
Estate Preservation
Minimize estate tax obligations with strategies designed to protect your assets and inheritors.
Insurance Solutions
Safeguard your assets from life’s uncertainties with our insurance solutions.
Retirement Planning
Custom strategies to ensure your wealth journey aligns with your retirement dreams.
Why Choose Us?
Expert Guidance
With over 20 years of experience and continuing education, our team brings the knowledge and insight needed to help you confidently navigate your financial goals.
Tailored Solutions
Having worked with high-net-worth clients, we understand that no two financial journeys are the same. We design personalized strategies that reflect your unique needs and vision for your family’s future.
Lasting Partnership
As a multi-generational family business of senior and junior associates, we’re here for the long haul, building trusted, lasting relationships with you and the generations to come.