Canada: Collins Barrow Toronto Launches E-Tool For High Net Worth Individuals
Last Updated: December 3 2015

Toronto, ON – Collins Barrow Toronto has launched a new tool that empowers high net worth individuals, helping them understand their financial outlook. Debuting today, What's Your Number gives business owners (specifically those with holding companies) a clear picture of their financial position, calculating anticipated inflows and outflows to quantify the "Number" that will help them achieve and maintain their planned lifestyle. 

"By revealing valuable, actionable insights about a client's financial status, this new tool puts them on the path towards more prudent decision-making and better capital management," says Michael Allen, partner, Collins Barrow Toronto LLP. "By proactively anticipating and confronting gaps or challenges before they arise, clients can capitalize on strategic planning and growth opportunities." 

To make the most of What's Your Number, users simply enter information about corporate holdings, personal assets and future financial plans in five easy steps. The ideal amount needed to meet lifestyle goals is automatically calculated and shown on screen. (This is also provided as a downloadable report.) An expert CB advisor can help interpret the results and provide greater insights on capital enhancement strategies. 

To print this article, all you need is to be registered on

Click to Login as an existing user or Register so you can print this article.

Some comments from our readers…
“The articles are extremely timely and highly applicable”
“I often find critical information not available elsewhere”
“As in-house counsel, Mondaq’s service is of great value”

Press Releases from this Firm
Recent Content from this Firm
By Martha MacRae, Todd King
By Sean Kelly, Jason Melo
By John Oakey
By Denver Nicklas
By Collins Barrow National Cooperative Inc.
By Collins Barrow National Cooperative Inc.
By John Oakey
By Marlin Miller
By John Oakey
By Ryan Kitchen
Font Size: