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.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

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Daily market commentary - The Launch Pad

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

24 January 2022
Is growth over?
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17 January 2022
What is wrong with gold?
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January 2022
2021 Recap and 2022 Market Outlook
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