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


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


2022 year-end tax planning checklist

Financial planning can be time sensitive. Make the most of your 2022 tax strategy with our tax planning checklist, highlighting key dates and strategies.

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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

13 March 2023
No crystal ball
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27 February 2023
Taking stock
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Investor Strategy

March 2023
Look through the zigs and zags
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