How financially prepared are Canadians for retirement?

Most Canadians – 80% – would rather have an improved pension, or any pension, than a higher salary. At least this was the main conclusion of a recent survey ran by Ottawa based research company Abacus Data1 on behalf of the Healthcare of Ontario Pension Plan (HOOPP). The survey, which gathered the views of 2500 […]

A Powerful Tool to Minimize Tax

What is a trust? Estate and trust planning is fundamental to the work we perform on behalf of the clients of TWM Group. Traditionally deployed as a way to minimize estate taxes, an astutely designed trust delivers several additional advantages in the context of a coherent estate plan. Fundamentally, a trust is a fiduciary device […]

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.