We are frequently presented with needs that are unique to the individual or to the family situation. Specialized financial planning expertise and techniques may be needed. Some examples we have encountered include:

- Having dependent adult children.
- Caring for aging parents or other family members.
- Being self-employed.
- Owning assets outside Canada.
- Having philanthropic aspirations.

Advice is offered in these specialized areas. We help you identify when you should consult other professionals for your particular area of concern. We also help co-ordinate the activities of tax accountants and estate lawyers when needed.