The Mestern Group - CIBC Wood Gundy

About Us

The Mestern Group provides bespoke wealth management services for entrepreneurs, incorporated professionals (doctors, lawyers), executives, and high-net-worth multi-generational families (in some cases we are working with the third generation). As a team, we constantly look for ways to add value above the typical private wealth offering.

What is the typical private wealth offering you may ask? For us it means the following.
- Wealth, Estate, and Legacy Planning.
• Wealth -> Ability to afford your current lifestyle, and your future one once you decide to stop working.
• Estate -> The transfer of your assets to the next generation. Focus in this area is on tax-efficiency
• Legacy -> This deals with your value system, and how it affects the use of your capital now, and when you are no longer with us. In this bucket
falls philanthropy, charitable giving, trust planning for your children, and much more.
- Portfolio management.
• We run benchmarked proprietary portfolios that go back as far as 2007.
- Communication.
• Minimum quarterly for all clients. Transparency, trust and mutual understanding are the three most important aspects of
our practice. Without them we cannot operate.
- Collaboration with your trusted professionals.
• We collaborate on your behalf with your legal and tax advisors

Atypical ways we add value:
- Exit planning for founders
- Introductions to capital providers for founders
- Introductions to new business relationships
- One off services (ask and we will try to help!)