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Second Opinion Service

On a scale of 1-10, how confident are you that your money is working for you as effectively as possible and that all your financial affairs are in order?

Our experience in providing second opinions for hundreds of families has revealed recurring questions that have not been adequately answered for high-net-worth families and individuals.

With our complimentary second opinion service, we take the time to understand your unique situation, understand what’s important to you, and identify areas where there’s room for improvement.

To determine the right solutions for you, we need to ask the right questions.

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Opportunities and Risks We Will Consider

Get a Second Opinion

Making the most out of your life’s work

Speak with a Value Partners investment counsellor to gain insight into your financial situation.

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