Our vision

Sophisticated investment leadership with superior service

In these days of elevated global challenges, we focus on the long-term horizon and develop financial plans that mitigate global risks while taking advantage of unique opportunities. Through strategic financial planning and consistently effective wealth management, we place your portfolio within the best context. Through open communication and attentive personal contact, we build our relationship with you.

We serve a diverse clientele of accredited high net worth investors, small business entrepreneurs looking to source capital or sell their business, and families planning for post secondary education and an enjoyable retirement.

We have unique tax-planning strategies available that offer tax-reduction benefits, capital preservation and unlimited capital growth.