Our mission is to help families, entrepreneurs, and foundations build lasting wealth and achieve financial freedom.

We are a team of dedicated professionals, providing investment and financial advice for each stage of life. We pride ourselves on putting you, your family, and your goals at the center of everything we do. We keep you informed and ensure your understanding of where you stand financially.

 

Our clients are successful families, entrepreneurs and professionals.  We build long term relationships with our clients, and work with multiple generations of families.   Our investment advice is uniquely tailored to your situation, life goals and dreams.

We offer complete financial planning as part of our services.  Detailed financial projections are provided for each life stage, including saving for and transitioning to retirement, widowhood and moves to retirement homes.

 

Our team is backed by the largest independent investment firm in Canada. We offer completely unbiased advice and investment recommendations.  

Our office is located in the heart of Sidney. Call us today at 250-655-6956, or book online: Schedule an appointment

 

 

 

 

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Tax & Estate Planning
Strategies 

 

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

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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Daily market commentary - The Launch Pad

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Market research
Insights

 

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

Market Ethos

8 July 2024
Bonds-equities: Diversification is harder to come by
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25 June 2024
Déjà vu
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Investor Strategy

July 2024
Second half challenges ahead
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