A SOPHISTICATED APPROACH TO WEALTH MANAGEMENT

OUR EXPERTISE

Spirit Island in the Maligne Lake, near Jasper, AB, Canada (Jasper National Park). Water colour is due to the fact that most of it comes from glacier.

At Ivy Capital Partners, we specialize in comprehensive financial planning that is tailored to your unique needs and goals. Merging innovative strategies with tax-efficient solutions, we help you navigate the complexities of your wealth with creativity and precision. Some of the areas we commonly address are detailed below.

SOPHISTICATED PLANNING SOLUTIONS

How We Serve

WEALTH

Our purpose is to allow our clients to build rich and distinctive lives with their families, not spend time worrying about appropriately stewarding their wealth. We sit alongside our clients as thought partners to do that thinking for them and spearhead the implementation and maintenance, freeing them to enjoy the parts of life that define it.

TAX

We advise our clients on strategies, vehicles, and structures that can allow them to build significant pools of capital that are unencumbered by various forms of taxation such as income, capital gains, and estate taxes. This is a proactive process that complements and integrates with a CPA or tax advisor.

ESTATE

Building wealth is hard enough, keeping it and passing it along as you see fit should not be. In conjunction with attorneys, we vet and build estate plans that allow our clients the freedom and flexibility to guide their wealth as they see fit.