rimaldi is a boutique Multi-Family Office firm specializing in providing bespoke integrated financial management solutions to highly successful individuals and high net worth families in Canada and across the globe. Our role could be described as that of a CFO acting on behalf of the family to simplify, streamline and optimize its often complex financial affairs.
Bespoke Integrated wealth planning approach.
At Grimaldi, our integrated wealth planning approach allows us to consider the inter-relationship among all aspects of your financial affairs. Our goal is to help you achieve and maintain your financial objectives which may include cash flow, intergenerational wealth transfer, tax planning, business succession, philanthropic considerations and retirement. We act as a central point of contact by bringing together and overseeing all of the other financial aspects of your life.
Your life may be complex, but your finances can be simplified.
Our approach to wealth management is one that strives to deliver the purest form of open architecture in order to carry out unbiased, effective and flexible wealth structuring strategies. We outsource only the most talented and dedicated professionals in order to help you organize, manage and realize your goals and objectives. Our focus is to truly empower you, the client, with the information you need to make sound decisions, allowing you to have more time to focus on other, more valuable areas of your business
“ Our relentless goal is to help you achieve and maintain your objectives ”
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Providing reassurance and piece of mind.
We guide and assist you with the myriad responsibilities and challenges associated with managing your wealth. Moreover, we are committed to the highest degree of confidentiality, ethics and service excellence at all times. Ultimately, our aim is to help you preserve and grow your wealth for future generations and to provide you with reassurance and peace of mind.
Our mission is to enhance
your life while you live it.