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


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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Daily market commentary - The Launch Pad

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Market research


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

Market Ethos

27 November 2023
Land of the rising sun still shining
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20 November 2023
False start for inflation victory lap?
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Investor Strategy

December 2023
2024 outlook
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