HUB International

HUB International provides wealth advisory services for high-net-worth individuals and families, helping them manage the growing complexity of their financial lives. Its approach coordinates investment management, tax-aware planning, estate planning and asset protection within a connected strategy, rather than treating each decision in isolation. HUB also offers business owner wealth planning, addressing the overlap between personal finances and business decisions.

The firm’s retirement planning services focus on developing adaptable income strategies that account for market volatility, healthcare costs, changing circumstances and a potentially lengthy retirement. Planning may consider the timing of Canada Pension Plan and Old Age Security benefits, while keeping retirement income connected to a client’s broader wealth plan. HUB says it draws on plan-design expertise used for employer-sponsored retirement plans to support individual retirement strategies.

Through its advisors, HUB aims to bring investment, tax, estate and protection considerations together around each family’s goals. The company also shares wealth management insights and research, and invites prospective clients to connect with an advisor to discuss their needs.