How can we help?
At KHB Capital, we understand that your wealth reflects years of hard work and dedication. Our mission is to help you protect, grow, and transfer it in line with your values and long-term goals. We offer comprehensive wealth management services - including estate planning, retirement strategies, investment solutions, insurance, and tax planning - customized to your unique needs. Our dedicated team supports you at every stage of your financial journey, helping you achieve your goals and preserve your legacy for future generations.
Investment Management
Our investment management services are designed to help you build and preserve your wealth. We offer customized portfolios, proactive management, and strategic asset allocation to maximize returns and minimize risks.
Retirement Planning
Planning for retirement is crucial for your financial future. We provide personalized retirement plans that ensure you can enjoy your golden years with peace of mind. Our services include pension income strategies, RRSP/RRIF management, and more.
Tax Optimization
Effective tax planning can significantly enhance your wealth. Our tax optimization strategies are tailored to minimize your tax liabilities while maximizing your savings and investments.
Charitable giving
By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.
Estate Planning
Secure your legacy with our comprehensive estate planning services. We help you develop a strategy to manage your estate, protect your assets, and provide for your loved ones.
Insurance Solutions
Protecting your assets and your family is paramount. We offer a range of insurance solutions, including life, disability, and critical illness insurance, to ensure you are covered against unexpected events.
Supporting Successful Business Owners and Professionals Just Like You
"I have done research and compared the value of what I receive from KHB with that of my very close relatives who deal with two other prominent wealth management firms in Montreal. The level of advice, service, AND RATE OF RETURN are all superior with Assante.
Moreover, Earl and his team actively keep track of all my holdings (I have a few outside of the portfolio I keep with them) and factor those assets in when discussing our financial goals etc. They are comprehensive, consistent, attentive, prudent, and available when I need them to be. I have been very happy with Earl, over the last 25+ years, along with Jeremy and Olivier who came into the picture a little more recently. I have no hesitation in recommending them to others.
Dr B, Pediatrician, client since 1993
Ready to Take the Next Step?
The advice you need when you need it.
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Working with wealth managers allows you to delegate complex financial tasks to experts, giving you more time to focus on your work and personal life. Our team will manage your investments, tax planning, and other financial matters, helping you maintain a healthy work-life balance while ensuring your financial goals are met.
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Setting clear financial goals is essential for long-term success. Our wealth managers will work with you to define and prioritize your financial objectives, creating a comprehensive plan that aligns with your aspirations. This ensures a strategic approach to achieving your personal and professional financial goals.
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Balancing investments and debt can be challenging. Our wealth management services include tailored investment strategies and debt management plans that optimize your financial portfolio. This integrated approach helps maximize returns while minimizing liabilities, leading to a more secure financial future.
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Protecting your legacy wealth requires careful planning and execution. We specialize in estate planning and charitable giving strategies that ensure your wealth is preserved and passed on according to your wishes. This provides peace of mind knowing that your legacy will benefit your loved ones and the causes you cared about.
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Managing or transitioning a family business involves unique challenges. We offer specialized services in business succession planning, valuation, and tax strategies to ensure a smooth transition. Whether you’re continuing to run the business or planning a sale, our expertise helps you navigate these complexities effectively.
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We understand that your passion lies in your profession, not in managing financial documents. Wealth managers take care of the paperwork and administrative tasks associated with your finances, allowing you to concentrate on what you love while knowing your financial affairs are in good hands.
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Tax planning is a crucial aspect of financial management. Our wealth managers design tax-efficient strategies that minimize liabilities and maximize savings. By staying ahead of tax regulations and leveraging opportunities, we help you keep more of your hard-earned money both now and in the future.
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Business transitions require careful planning and execution. Our wealth managers provide comprehensive support in succession planning, ensuring a seamless transfer of ownership. We help you address legal, tax, and financial considerations, ensuring the long-term success and stability of your business.
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Reviewing and optimizing your business structure can lead to significant financial benefits. Our wealth managers offer expert advice on structuring your business for tax efficiency and effective succession planning. This ensures your business remains robust and well-positioned for future growth.
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Incorporating your business can offer numerous advantages, including tax benefits and liability protection. We guide you through the incorporation process, helping you understand the implications and benefits. Our tailored strategies ensure that incorporation aligns with your long-term financial and business goals.
Ready to Simplify Your Wealth Journey?
KHB Capital combines personalized solutions and expert insights to help you take control of your wealth. Let’s work together to create a plan that simplifies complexity and ensures nothing is overlooked.