Get Started

Log in from anywhere.

All AEGIS clients can log into our online portal to view real-time summaries and updates.

Access your account
Client Access Tutorials

Get Started

How did you hear about us?

Facebook LinkedIn YouTube

High-Net-Worth Investors

Your needs change as your wealth grows.

For high-net-worth individuals and families, over time it becomes increasingly important to have the right investment decision-making process in place– one that is fully aligned with your interests and that addresses the impact of tax on your wealth.

Because we operate through our own Registered Investment Advisor, we are held to the fiduciary standard of care, which ensures every piece of advice we offer is exclusively in your best interest.

Through our multi-level service platform, we also help you take advantage of opportunities to invest your wealth tax-efficiently.

Asset Management

  • Personalized portfolio and tax-efficient investment plan
  • Unbiased, cost-efficient investment advice with the fiduciary standard of care
  • Diversification and risk management strategies suited to your risk tolerance
  • Income-generating investments to help meet your cash flow needs

Financial Planning

  • Aligning your portfolio with a financial plan that encompasses the central aspects of your wealth
  • Implementing tax-efficiency strategies related to capital gains, wealth transfers and retirement
  • Preparing for and navigating life transitions
  • Annual Stakeholders Meeting to coordinate with your professional partners

Enhanced Financial

  • Full financial analysis to mitigate the longterm impact of tax on your wealth
  • Legacy plan development, trust strategies and building your estate
  • Incorporating alternative investments into your portfolio
  • Insurance, risk management and tax strategies to help preserve your wealth

Wealth Management

  • Your complete Financial Life Plan
  • Wealth transition guides including the 12-Part Business Succession Guide
  • Legacy and Quality of Life Planning
  • Charitable gifting with integrated tax strategy
  • Annual stakeholders meeting with family and professional partners

The AEGIS Process

We take a true team approach, so that you can gain the value of working with a range of qualified professionals, while maintaining a very personal experience throughout the relationship.

Better tax strategy, combined with unbiased independent advice, can result in a dramatic reduction in the cost of investing. This is vital for high-net-worth investors planning for the long term.

Mike Villeneuve
Wealth Manager

Investor Profile Questionnaire

As part of our unique client discovery process, we walk you through an investor profile exercise that helps identify specific targets, needs and preferences.

Could a tax-efficient approach bring you closer to your investment goals?

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Estate Planning – Don’t Leave Home Without It! | Advice for Life

Every year, we lose clients either expectantly or not. Recently we lost two precious ladies. One expected, one not. One had a spunk we loved […]

Annual Financial To-Do List | Under 30

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming […]

Why Don’t All Affluent People Become Wealthy? | Under 40

Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically […]

2022 Contribution Limits | Under 50

Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced […]

Read More