Private Client Services

Gain a unique perspective and exclusive access to investment and risk management services from the professionals at CBPP.

Investment Management Referral Service

If you have built up an investment portfolio of over $300,000, did you know that you can get a higher level of service, more investment choices and lower fees by working directly with your own, dedicated professional investment portfolio manager?

Read on to learn more ...

Direct Access to the Top Private Investment Managers in Canada

Our referral service connects you directly with the top professional investment portfolio managers in Canada. This cuts out the bank or insurance company in the middle so you get direct access to the best investing minds in the country, at a lower cost.

Ideal for Executives, Professionals and High Income Earners

Pooled investments like mutual funds are a great way to start saving and investing. However, once you grow your investment portfolio over $300,000 there are better ways to manage your investments. If you've already saved and invested to reach this threshold, congratulations. Now a higher level of service and expertise awaits.

More Choice, Better Expertise, Lower Fees

Working with your own private investment portfolio manager allows for portfolio customization and tax optimization that isn't available with standard bank or insurance company investments. When your portfolio grows, taxes and fees have a bigger impact on your total investment return. When you combine lower fees with lower taxes and a broader mix of investment choices not available to bank mutual funds investors, you have a recipe for better results.

Let's Make It Happen - It's Easy

Moving up to a higher level of investment management is easy. All it takes is one conversation to see if professional portfolio management is right for you. Book a time with us by clicking here and we can help you decide if you would like an introduction to a vetted, professional, high-performing investment portfolio manager.

Risk Management with Intelligent Insurance Strategies

If you are a business owner or real estate investor, this could be the most important web page you ever read. Risk Management is sometimes put off because it's not an immediate need ... until it is. Unexpected departures, unintended tax consequences and illness cause billions of dollars of loss every year. Here's how you can use Intelligent Insurance Strategies to help protect yourself and your loved ones.

tax liabilities that impact cash flow

The sale of a business, real estate investment property or transfer of assets to the next generation can cause crippling tax liabilities that can't be covered by cash on hand or recurring cash flows. That means a forced sale of an asset, sometimes in unfavorable conditions, is necessary to cut those big cheques to the CRA. Life insurance, designed intelligently, can be there to help cover those costs without the destruction of wealth that too often follows.

buy-sell agreements

When there is more than one person who owns a company, things can get complicated when one of the owners dies. This is true even with legal agreements in place and the accounting all done well. But what happens when the surviving owners don't have the cash on hand to buy out the shares of the deceased? The added stress on the remaining owners and the family of the deceased can cause immense strain and affect performance of the business overall. None of this is necessary. All that's required is an Intelligent Insurance policy that covers the appropriate value of shares of all owners.

key person protection

The 80/20 rule says that 80% of the output of an organization comes from 20% of its employees. Most business owners will tell you that ratio is closer to 90/10. For the few that have the biggest impact on the bottom line, an Intelligent Insurance strategy can help you protect your business in the case of sudden illness or death of a key employee.

family protection

As a business owner you have dedicated a large portion of your life to your enterprise. Usually this doesn't happen without the loving support of one's family. We won't candy-coat this: You owe it to your family to protect them in case of sudden death or illness. An Intelligent Insurance solution will ensure your loved ones are protected. Don't delay on this one. If you don't have coverage to protect your family, click here right now to book a time to speak with us.