Our Services
Life Simplified.
Our unique, full-scope service offering is specifically designed to oversee every detail of financial management. We believe that total autonomy is the foundation for financial independence—and we’re committed to helping our clients secure not just their future, but their legacy. What makes us unlike any other Advisor, is that we are entirely independent from any legal firm, accounting firm, or financial institution. This independence gives way to unparalleled transparency, trust, and care for everyone we work with.
Asset Management
- Coordinate account setup, opening/closing, and transfers of investment accounts
- Proactively advise on and coordinate contributions/distributions to/from accounts
- Work with Asset Managers to provide customized asset allocation models
- Preferred rates on Foreign Exchange transactions
- Coordinate Client/Asset Manager meetings on an ongoing basis
- Provide regular market updates from various asset managers
- Review asset allocation models regularly and work with Asset Managers to rebalance portfolios as required
- Review/report on Asset Manager performance regularly
- Secure storage of all records in CMG’s encrypted vault
Budgeting/Projections
- Provide customized detailed monthly/annual budget analysis
- Proactively manage client budgeting and provide recommendations
- Provide projected cash flow analysis
- Work closely with clients on strategies to reach financial independence
Insurance
- Strong partnerships with Licensed Insurance Brokers globally
- Property & Casualty, Life, Disability, Critical Illness, Health, Travel
- Access to multiple insurance provider networks
- Manage insurance reviews, renewals and re-marketing of policies
- Coordinate implementation/cancellation of all policies
- Process premium payments for all policies
- Coordinate Insurance policy lending strategies
- Secure storage of all records in CMG’s encrypted vault
Vehicle Purchase/Lease
- Advise on vehicle budgeting
- Advise on purchase options (cash/lease/finance)
- Coordinate binding and delivery of insurance slips to dealership
- Coordinate vehicle shipping
- Secure storage of all records in CMG’s encrypted vault
Banking/Credit
- Preferred CMG Banking Partners
- Royal Bank (RBC)
- City National Bank (CNB)
- Strong partnerships with Private Banking teams globally at discounted rates
- Liaison between Client and Private Banking teams for all servicing requirements
- Access to multi-currency bank accounts/credit facilities
- Coordinate account opening/closing of accounts
- Coordinate delivery of cards, checks, deposit slips, etc.
- Assist with all banking needs including replacement of cards, fraudulent charges, day to day banking, etc.
- Oversee/Manage access to secured/unsecured lines of credit, mortgages and other credit facilities
- Direct access to Credit Managers
- Access to preferred rates with various other lenders Globally
- Secure storage of all records in CMG’s encrypted vaultrebalance portfolios as required
Bookkeeping
- Provide full cycle bookkeeping for all taxable entities including corporate, sole proprietors, partnerships, or individuals, via Quickbooks Online including:
- Developing a tailored chart of accounts, specific to your business and personal needs
- Bank and credit card reconciliations
- Payroll processing, including remittance and filing of payroll source deductions
- GST/HST reporting, including remittance and filing of returns
- Quarterly P&L and Balance Sheet reporting
- Ad hoc reporting as requested
Estate Planning
- Strong partnerships with top Estate Planning Lawyers/CPA’s globally
- Coordinate/participate in estate planning process
- Coordinate and provide all information/documentation requests as required
- Coordinate execution of all estate planning documents
- Act as executor/trustee upon client requests
- Review all documents and coordinate required amendments
- Secure storage of all records in CMG’s encrypted vault
Immigration
- Strong relationships with top immigration lawyer/CPA globally
- Work with team to determine the best immigration strategies including short/long term considerations
- Work directly with immigration specialists to secure Work Visas, Permanent Residence Card, Naturalization, etc.
- Proactively work with clients to ensure obligations are met regarding immigration status and requirements
- Work with CPA regarding tax planning surrounding change of residency/citizenship
- Secure storage of all records in CMG’s encrypted vault
Other
- Collaborate with Agents/Managers
- Manage Endorsement, Influencer, Royalty, Memorabilia, deals
- Cohabitation/Marriage/Divorce
- Estate Settlement
- Manage Household Staff HR and Payroll
- Oversee all Financial Related Projects
- Coordinate Resolution of Legal Matters
Cashflow/Payment Management
- Regular monitoring of all accounts/credit facilities
- Advise on and coordinate movement of capital as required between accounts/credit facilities globally to ensure efficient use of capital
- Coordinate client approvals and notifications for all transactions
- Coordinate auto payments as applicable
- Manage all Accounts Payable (AP) and Accounts Receivable (AR)
- Coordinate delivery and deposit of all payments
- Track/manage all undelivered payments
- Secure storage of all records in CMG’s encrypted vault
Tax Management
- Strong partnerships with industry-specific top CPA firms globally to provide the following:
- Develop a tax plan tailored to your family’s current and future needs
- Ensure your US and CAN tax returns are filed accurately and on time
- Understand the financial impact of current tax obligations
- Understand tax obligations when working in various jurisdictions globally
- Plan/Budget for future tax obligations
- Retrieval and collection of all slips, reports, FBAR information and other documentation needed for filing
- Coordinate all signatures for tax filing, mailing if paper filing is required, process all payments for taxes due, track all refunds to ensure receipt
- Set up and maintenance of online tax accounts with the CRA and IRS, including retrieval of account statements and correspondence with the tax authorities
- Responsive support for CRA and IRS audit and processing reviews
- Remittance of all tax instalments as required
- Secure storage of all records in CMG’s encrypted vault
- Ad hoc reporting as requested
Real Estate Purchase/Sale/Lease
- Advise on agent selection and contract negotiation
- Review and advise on lease negotiation
- Advise on pricing, offers, negotiations, etc.
- Coordinate lawyers/escrow agent to manage closing of purchase and sale
- Process all payments due on purchases/leases and coordinate the deposit of proceeds on sales/lease terminations
- Work with vast array of lenders globally to set up lending facilities
- Advise on credit facility payment frequency and customized debt repayment strategy
- Manage real estate holdings including property management
- Secure storage of all records in CMG’s encrypted vault
Corporations/LLC's
- Work with lawyer/CPA to determine the most beneficial corporate structure globally
- Work with lawyer/CPA to set up/dissolve corporations
- Ensure all corporate related documentation is filed in a timely manner
- Work with CPA to ensure initial/final tax returns are processed
- Coordinate with Payor’s to amend Payee’s as required
- Secure storage of all records in CMG’s encrypted vault
Asset Management
- Coordinate account setup, opening/closing, and transfers of investment accounts
- Proactively advise on and coordinate contributions/distributions to/from accounts
- Work with Asset Managers to provide customized asset allocation models
- Preferred rates on Foreign Exchange transactions
- Coordinate Client/Asset Manager meetings on an ongoing basis
- Provide regular market updates from various asset managers
- Review asset allocation models regularly and work with Asset Managers to rebalance portfolios as required
- Review/report on Asset Manager performance regularly
- Secure storage of all records in CMG’s encrypted vault
Banking/Credit
- Preferred CMG Banking Partners
- Royal Bank (RBC)
- City National Bank (CNB)
- Strong partnerships with Private Banking teams globally at discounted rates
- Liaison between Client and Private Banking teams for all servicing requirements
- Access to multi currency bank accounts/credit facilities
- Coordinate account opening/closing of accounts
- Coordinate delivery of cards, checks, deposit slips, etc.
- Assist with all banking needs including replacement of cards, fraudulent charges, day to day banking, etc.
- Oversee/Manage access to secured/unsecured lines of credit, mortgages and other credit facilities
- Direct access to Credit Managers
- Access to preferred rates with various other lenders Globally
- Secure storage of all records in CMG’s encrypted vaultrebalance portfolios as required
Cashflow/Payment Management
- Regular monitoring of all accounts/credit facilities
- Advise on and coordinate movement of capital as required between accounts/credit facilities globally to ensure efficient use of capital
- Coordinate client approvals and notifications for all transactions
- Coordinate auto payments as applicable
- Manage all Accounts Payable (AP) and Accounts Receivable (AR)
- Coordinate delivery and deposit of all payments
- Track/manage all undelivered payments
- Secure storage of all records in CMG’s encrypted vault
Budgeting Projections
- Provide customized detailed monthly/annual budget analysis
- Proactively manage client budgeting and provide recommendations
- Provide projected cash flow analysis
- Work closely with clients on strategies to reach financial independence
Bookkeeping
- Provide full cycle bookkeeping for all taxable entities including corporate, sole proprietors, partnerships, or individuals, via Quickbooks Online including:
- Developing a tailored chart of accounts, specific to your business and personal needs
- Bank and credit card reconciliations
- Payroll processing, including remittance and filing of payroll source deductions
- GST/HST reporting, including remittance and filing of returns
- Quarterly P&L and Balance Sheet reporting
- Ad hoc reporting as requested
Tax Management
- Strong partnerships with industry specific top CPA firms globally to provide the following:
- Develop a tax plan tailored to your family’s current and future needs
- Ensure your US and CAN tax returns are filed accurately and on time
- Understand the financial impact of current tax obligations
- Understand tax obligations when working in various jurisdictions globally
- Plan/Budget for future tax obligations
- Retrieval and collection of all slips, reports, FBAR information and other documentation needed for filing
- Coordinate all signatures for tax filing, mailing if paper filing is required, process all payments for taxes due, track all refunds to ensure receipt
- Set up and maintenance of online tax accounts with the CRA and IRS, including retrieval of account statements and correspondence with the tax authorities
- Responsive support for CRA and IRS audit and processing reviews
- Remittance of all tax instalments as required
- Secure storage of all records in CMG’s encrypted vault
- Ad hoc reporting as requested
Insurance
- Strong partnerships with Licensed Insurance Brokers globally
- Property & Casualty, Life, Disability, Critical Illness, Health, Travel
- Access to multiple insurance provider networks
- Manage insurance reviews, renewals and re-marketing of policies
- Coordinate implementation/cancellation of all policies
- Process premium payments for all policies
- Coordinate Insurance policy lending strategies
- Secure storage of all records in CMG’s encrypted vault
Estate Planning
- Strong partnerships with top Estate Planning Lawyers/CPA’s globally
- Coordinate/participate in estate planning process
- Coordinate and provide all information/documentation requests as required
- Coordinate execution of all estate planning documents
- Act as executor/trustee upon client requests
- Review all documents and coordinate required amendments
- Secure storage of all records in CMG’s encrypted vault
Real Estate Purchase/Sale/Lease
- Advise on agent selection and contract negotiation
- Review and advise on lease negotiation
- Advise on pricing, offers, negotiations, etc.
- Coordinate lawyers/escrow agent to manage closing of purchase and sale
- Process all payments due on purchases/leases and coordinate the deposit of proceeds on sales/lease terminations
- Work with vast array of lenders globally to set up lending facilities
- Advise on credit facility payment frequency and customized debt repayment strategy
- Manage real estate holdings including property management
- Secure storage of all records in CMG’s encrypted vault
Vehicle Purchase/Lease
- Advise on vehicle budgeting
- Advise on purchase options (cash/lease/finance)
- Coordinate binding and delivery of insurance slips to dealership
- Coordinate vehicle shipping
- Secure storage of all records in CMG’s encrypted vault
Immigration
- Strong relationships with top immigration lawyer/CPA globally
- Work with team to determine the best immigration strategies including short/long term considerations
- Work directly with immigration specialists to secure Work Visas, Permanent Residence Card, Naturalization, etc.
- Proactively work with clients to ensure obligations are met regarding immigration status and requirements
- Work with CPA regarding tax planning surrounding change of residency/citizenship
- Secure storage of all records in CMG’s encrypted vault
Corporations/LLC's
- Work with lawyer/CPA to determine the most beneficial corporate structure globally
- Work with lawyer/CPA to set up/dissolve corporations
- Ensure all corporate related documentation is filed in a timely manner
- Work with CPA to ensure initial/final tax returns are processed
- Coordinate with Payor’s to amend Payee’s as required
- Secure storage of all records in CMG’s encrypted vault
Other
- Collaborate with Agents/Managers
- Manage Endorsement, Influencer, Royalty, Memorabilia, deals
- Cohabitation/Marriage/Divorce
- Estate Settlement
- Manage Household Staff HR and Payroll
- Oversee all Financial Related Projects
- Coordinate Resolution of Legal Matters
Because this sh*t is Complicated.—Brendan Gall, Actor, Writer & Businessman
Because I just want one person for everything.—Jaden Chatfield, NHL Defenceman & Businessman
Because I’m about to make a lot more money.—Lawrence Longo, Restaurateur, Influencer & Businessman
Because I don’t want my Dad’s Accountant.—Lovell Adams-Gray, Actor & Businessman
Because this is not what I’m paid to do.—Mikhail Grigorenko, Pro Hockey Player & Businessman
Because I don’t have time to deal with this stuff.—Morwyn Brebner, Writer, Producer, & Businesswoman
Because I want friends who I can trust.—Patrick Sabongui, Actor & Businessman
Because F*CK.—Rich Clune, Retired NHL Player, NHL Coach, & Businessman
Because I hate thinking about money.—Austin Watson, NHL Forward & Businessman
Because I’m an athlete.—Dylan Coghlan, NHL Defenceman & Businessman
Because I’m not good with this stuff.—Inga Braunstein, Actor & Businesswoman
Because I want to win the cup.—Matt Nieto, Professional Hockey Player & Businessman
Because my mind is on set.—Michael Hogan, Actor & Businessman
Because money stresses me out.—Nathan Flewelling, Pro Baseball Player & Businessman
Because I’m focused on strikeouts.—Calvin Ziegler, Pro Baseball Player & Businessman
Because I’m an actor.—Kristian Bruun, Actor & Businessman
