“The ability to understand
and utilize the laws of more than one jurisdiction has become the most valuable tool available to professionals in ensuring the effective representation of today's high net-worth clientele.”

-Victor Dunston, President

OUR PRIVATE CLIENT PHILOSOPHY
Our International expertise is your security

The philosophy, research and worldwide services of J&T Bank and Trust are especially designed for Canadian investors wanting to ensure the safety of their capital, both within North America and abroad. Our service offering rests on truly exceptional, professional expertise and intensive research that identifies which of the world’s legal, tax and investment frameworks provide the most effective wealth preservation strategies. With our significant experience in the banking, trust, insurance and investment management industry, we will examine all aspects of your circumstances as well as the world’s current situation to achieve the plan that gives you the most comfort and best results. Together, we can deliver the peace of mind that comes from knowing that you have mapped out a clear path to secure your financial future.

KNOWLEDGE HIGHLIGHTS

Our ability to excel at creating customized solutions for today's high net-worth client takes advantage of the intellectual capital and insight that comes from living at the crossroads of
billions of dollars of global capital flows.

The diverse knowledge base of our professionals enables Bayshore Wealth Management Corporation to:

• Anticipate and respond to the global financial, legal and tax landscapes that impact the way our clients do business.
• Objectively research and evaluate investment managers, their suitability and assist investors in negotiations with various service providers.
• Advise clients on the effective preservation of their wealth through the implementation of a wide array of asset protection strategies.
• Assist clients in organizing their personal and business affairs prior to emigrating from Canada to mitigate taxation.
• Assist clients in organizing their personal and business affairs prior to immigrating to Canada, including the establishment and on-going administration of “Immigration Trusts" and other international structures designed to mitigate taxes.
• Assist clients in establishing proper business protocols to ensure that active “international business corporations" operate within effective tax planning parameters. At J&T Bank and Trust, we understand that we will succeed only if our clients do. We have an unwavering commitment to share what we learn with our clients and to infuse everything we do with the knowledge we gain from being a leader in financial services.