Protecting and enhancing what's most important to you.


Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you acieve your aspirations.

It's also about controlling what you can and protecting what you can't. And that's our expertise. For many years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - Live life. On their terms.

Our team, Frank Cestnik, Kelly Milne, Eliane D'Amours and Sasha Peloso, will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to deliver results including maximizing returns while minimizing tax and risk. We also have access to the in-house Tax & Estate Planning professionals who will work with us to develop a holistic Wealth Plan to address any estate, tax, philanthropy, insurance and business and farm succession needs.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.

Train arriving, symbolizing timely insights

Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

11 December 2023
Goodbye to ‘buy the dip’?
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27 November 2023
Land of the rising sun still shining
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Investor Strategy

December 2023
2024 outlook
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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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