Our Services

Born from a legacy of tax and accountancy, Alpina Financial Consultants embraces a truly multidisciplinary approach to serving the needs of our clients. Our holistic approach provides us the opportunity to manage the interconnectivity between the worlds of investing, planning, and taxation in a manner that benefits our valued clientele.

In service of our sophisticated clients which include successful families, corporate executives, business owners and institutions, we offer the following:

Our services include:

• Investment Portfolio Planning and Protection
• Wealth Management
• Tax-sensitive Investing and Tax Planning
• Business Management and Exit Planning