Wealth Management

We value original thinking, due diligence and first-hand research. Our mission is to deliver strong investment performance and exemplary client service, through consistent active wealth management processes across diverse asset classes.

Individuals & Families

As your trusted advisor, we’ll bring clarity to your financial goals and deliver sound advice to help you navigate uncertain times.

  • Saving for Retirement
  • Planning for Your Future
  • Investment Advisory
  • Asset Management
Institutions & Corporations

From raising capital to structuring mergers and acquisitions, and beyond, Avant Tax Inc. helps companies, organizations, and municipalities navigate complex financial issues.

  • Investment Banking
  • Public Finance
  • Research