+1 250 984 6970 info@dickson.ca

Family Enterprise

We create customized solutions for high net worth individuals and families to meet their goals and objectives. We work together with their professional advisors to give our clients the peace of mind that comes from knowing their finances are being handled by experienced people they can trust.

Our family enterprise services integrate into our other service areas by collecting and organizing financial information about our clients. This information allows us to provide customized services in our other service areas when required and in an efficient manner.

I want peace of mind knowing that my financial obligations are being taken care of and my assets are identified

Family enterprise support

  • Pay bills and monitor invoices
  • Preparation of payroll filings
  • Indexing of important documents

I want to understand my assets and cash flows

Financial reporting

  • Customized financial reports
  • Cash flow projections
  • Investment performance analysis

How are my investments performing?

Investment analysis

  • Internal rate of return
  • Basis tracking
  • Asset allocation to minimize taxes

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Our mission is to be a trusted advisor to our clients by understanding their needs and providing them with high-quality services delivered in an efficient and innovative manner. See what other businesses have to say about us!