Financial peace of mind

Integrated, multi-generational financial solutions

Our unique services are customized to help you and your family achieve your financial objectives through a highly personalized process. We provide discretionary managed portfolios for clients with investment assets exceeding $500,000 in addition to offering retirement and estate planning, including insurance strategies, as integral components of our total solutions approach to investment management.

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

27 September 2021
Q3 earning season – no cakewalk
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20 September 2021
Welcome to the backside of the inflation spike
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September 2021
Normalizing
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Tax & Estate Planning
Strategies 

 

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


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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