We offer a personalized, multi-generational approach to help you build, protect and transition your wealth. We believe real financial advice is about more than just investing – it’s about the clarity and the confidence to pursue your dreams knowing that you and your loved ones will continue to thrive. As your wealth grows, financial decisions get more complicated and requires more synchronization across all areas of your life. That’s why our valued clients can expect an elevated level of service and financial planning expertise that proactively responds to their full family picture, across generations, for today and the years to come. The Seeley & Shoemaker Group is supported by a trusted team of professionals including wealth planning specialists, mortgage and banking specialists, insurance and estate planning specialists and industry-leading lawyers and accountants. We offer a full range of services including estate planning, pension transfer feasibility assessments, shareholder agreement reviews, corporate reorganization, trusts, holding company reviews, advanced tax minimization strategies, cross-border tax planning and more. Whether via email, phone call, or in-person meeting, our team will work with you to provide you with a holistic and coordinated wealth management solution. It’s time to awaken your wealth and unleash its true potential. Contact us today.