Compare what comes in each month with what goes out.
Protecting capital, preserving legacy
Tactical, multi-asset wealth management and planning for families, foundations, and endowment funds.
How we serve our clients
At Barometer, we provide comprehensive wealth planning for high-net-worth individuals and families whose financial affairs require a thoughtful, integrated approach. At this level of wealth, investment management is only one part of the broader picture. Tax, estate and succession planning, business interests, family priorities, cash flow, and investments are often interconnected, and decisions in one area can have implications across the others.
We begin by developing a clear understanding of your financial circumstances, priorities, and long-term objectives. We then bring these elements together into a strategic wealth plan designed to identify opportunities, anticipate challenges, and support well-informed decisions.
Our planning process incorporates both financial planning and investment management. We consider portfolio strategy, risk, liquidity, tax considerations, and the longer-term implications of financial decisions within the context of the overall plan. Where appropriate, we work alongside your accountants, lawyers, and other professional advisors to bring the relevant expertise together.
Every family has unique circumstances, priorities, and objectives. Our advice reflects these differences, with tailored recommendations. As your needs and financial circumstances evolve, we refine your plan to ensure it remains relevant and aligned with your long-term objectives.
How we serve our clients
Complex financial decisions rarely exist in isolation. A change to an investment portfolio may have tax implications. A business transaction may affect estate planning. A significant liquidity event may create new opportunities as well as new considerations.
Our role is to help connect these decisions. We work collaboratively with you and your professional advisors to consider the broader implications, bringing together the perspectives needed to make decisions in context.
This coordinated approach helps create greater continuity across your financial affairs and ensures important decisions are considered as part of a broader strategy rather than individually.
Good advice should be understandable as well as technically sound. We take the time to explain the considerations behind our recommendations, outline the available options, and provide perspective on how individual decisions fit within the overall plan.
We maintain open communication throughout the relationship and proactively revisit planning considerations as circumstances change. The result is a process designed to make complex financial matters easier to understand and decisions easier to navigate.
Our team brings experience across accounting, financial planning, client relationship management, and capital markets. This breadth of expertise allows us to approach sophisticated financial matters from multiple perspectives while maintaining close attention to the details.
We combine technical knowledge with a high standard of personal service—providing thoughtful analysis, responsive communication, and advice tailored to each client’s circumstances.
For families managing significant wealth, the quality of the relationship matters as much as the quality of the advice.
Clients value accessibility, responsiveness, and attention to detail. They expect their questions to be addressed thoughtfully, their circumstances to be understood, and their financial affairs to be managed with care.
At Barometer, personal attention is fundamental to how we work. We take the time to understand our clients, remain accessible as their needs evolve, and provide continuity across the many financial decisions that arise over time.
Investment management is most effective when it is considered within the context of the broader wealth plan.
We begin by understanding what the portfolio needs to accomplish, the role it plays within our client’s overall financial position, and the circumstances that may influence investment decisions. This may include retirement income, liquidity requirements, tax considerations, concentrated positions, business interests, estate objectives, or the transfer of wealth to future generations.
This broader perspective informs portfolio construction and ongoing management. At Barometer, we seek opportunities in leading companies within leading sectors of the market while maintaining a disciplined approach to risk, diversification, liquidity, and tax considerations.
Our investment decisions are not made in isolation. They are considered within the context of our client’s overall wealth strategy and adjusted as circumstances and objectives evolve.
Wealth planning is about helping clients make informed decisions today while remaining prepared for what lies ahead.
At Barometer, we develop tailored strategies that bring together the financial, investment, tax, estate, and family considerations that shape each client’s circumstances. Our advice is disciplined, proactive, and designed to evolve as those circumstances change.
Whether the priority is protecting established wealth, navigating complexity, preparing for a significant transition, or planning across generations, we help clients move forward with greater clarity and confidence.
Explore your financial questions and run the numbers on your own terms. Our interactive calculators provide a useful starting point for understanding key planning considerations and exploring different scenarios.
The results are only one part of the process. Our advisors can help put those numbers into context, connect them with the broader elements of your financial life, and determine how they may fit within a comprehensive wealth plan.
tool 1
See if your savings will carry you through retirement.
tool 2
Compare the after-tax return of paying down debt against investing.
tool 3
Estimate your minimum RRIF withdrawals and the tax you will pay on them.
tool 4
Add up what you own, subtract what you owe, and see where you stand.
tool 5
Compare what comes in each month with what goes out.
The calculators above are a starting point. A Barometer wealth planner can take those numbers and build a plan around your income, your timeline, and your tax situation. Book a call or send us a note to get started.