A holistic approach to the management of your wealth.

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. Contact us today to schedule a meeting.

 

 

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Tax & Estate Planning
Strategies 

 

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


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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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

25 July 2022
The future is bright for Japan
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18 July 2022
Emerging markets - not now, but never say never
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Investor Strategy

August 2022
Second half off to a good start
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