Our Approach
Our approach begins with in-depth planning, not as an afterthought. We craft a robust financial plan designed to achieve your unique goals and objectives. Beyond simple projections, our road map offers instant context to your current financial position and future potential. Building a financial plan is common, but maintaining and adapting it is where we excel. We are dedicated to guiding you with clarity and confidence every step of the way.
Areas of Focus:
Net Worth statement
Income projections
Cash flow management
Tax planning
Retirement analysis
Estate planning
Retirement planning is about more than simply saving; it’s about envisioning the life you want and setting clear income goals to make it achievable.
Our retirement planning process helps you identify and determine the resources needed to sustain your lifestyle through your retirement years. We analyze potential income streams, project expenses, and account for inflation to ensure that your plan is resilient. Whether you’re building your retirement foundation or refining it as your vision evolves, we’re here to guide you toward a fulfilling and secure future.
Taxes can be one of the biggest barriers to wealth preservation, but with strategic planning, they don’t have to be.
Our tax planning services focus on structuring your assets in a way that maximizes tax efficiency now and in the future. We work closely with you to identify tax-saving opportunities, whether through investments, retirement accounts, or estate strategies. By proactively addressing your tax obligations, we aim to optimize your wealth and keep more of your hard-earned money working toward your goals.
Estate planning goes beyond legal documents; it’s about ensuring your legacy and protecting your loved ones.
We help you prepare a clear, structured approach to managing and distributing your assets, tailored to reflect your wishes and minimize potential burdens on heirs. From wills and trusts to beneficiary designations, our estate planning process is designed to safeguard your wealth, uphold your values, and provide peace of mind that your legacy will be handled with care and intention.
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Investing
First Avenue implements a pension-style approach to investing, inclusive of Equities, Fixed Income, and Alternatives. We believe our pension-style approach to investing inclusive of public equities, private company investment, residential real estate, and strategic income, is a well-rounded and diversified offering, designed to deliver consistent, risk-adjusted returns for your capital and our own. The addition of Alternatives provides diversification with the aim of pursuing positive returns for our clients’ portfolios, independent of market conditions.
Building Better Portfolios
Through diversified portfolios, we seek:
- Lower Volatility
- Greater Growth & Income Potential
- Increased Consistency of Returns
Analyzing Investment Opportunities
Over the last 10 years, Alternatives have grown to represent the most significant asset class for the 3 largest Canadian pension plans, with allocations increasing from 40% to 65%.1 Historically only available to institutional investors, Alternatives are now being offered by select firms, like us, to private investors like you. Offering a pension-style approach to investing through our suite of services and offerings.
First Avenue provides investment management in equity markets through our exclusive funds encompassing of growth and dividend paying stocks.
Our team employs a rigorous process that encompasses quantitative screening, fundamental and technical analysis, overlayed with macroeconomic analysis.
Areas of Focus:
Net Worth statement
Income projections
Cash flow management
Tax planning
Retirement analysis
Estate planning
We provide clients with the opportunity to invest in exclusive alternatives through Real Estate.
Condominium investment opportunities in residential real estate in Greater Toronto Area (GTA) are offered through our affiliate, EMBLEM Developments. We are responsible stewards of capital, and our goal is to create long-term value and generate returns for our stakeholders.
EMBLEM Developments is one of the most active real estate development firms in the GTA, known for its investment-driven approach and high-quality residential communities.
EMBLEM Developments has earned a reputation as a forward-thinking developer with meticulous attention to design. The EMBLEM portfolio continues to grow, with over 4,560 residences spanning more than 4,200,000 square feet.
The First Avenue Strategic Income Fund is designed to deliver consistent, reliable income by strategically investing in high-quality, income-generating assets. We employ a disciplined approach that prioritizes transparency, performance, and alignment with investor goals, focusing on opportunities that balance risk and return while adapting to evolving market conditions.