We're not a bank.
We don’t work for a bank and value working for one of Canada’s largest non-bank owned firms. Being independent, we are not influenced to offer in-house products, we do not accept incentive fees, or any form of compensation from external third parties.
In short, we only work for you, our client.
It's about more than money.
What is your vision for the rest of your life? Do you have a bucket-list of vacation destinations? What impact do you want to have on your community?
Do you have a philanthropic plan? Or a legacy you want to leave for generations to come? Are you struggling with having the “money conversation” with your children?
However you envision your life unfolding and whatever challenges you foresee, we can create a financial roadmap and help with roadblocks along the way.
Today. Tomorrow. Together.
We believe every client is unique, and so is every financial plan. Our methodical—yet holistic and personal—approach to wealth planning factors in your entire financial picture. Asking the right questions enables us to clearly understand the ‘why’ behind the numbers.
Together, we assess your life goals and resources, objectively consider a range of investment strategies that make the most sense for you and your family, and capture it as part of a financial vision that tells your story.
We're on your team.
While we have wealth management covered, we don’t have all the answers. Consider us part of your personal team of advisors collaborating with your other family professionals. And if you need a recommendation for an accountant, lawyer or estate-planning specialist, we can help with that too.
Let's get started.
Contact us to set up a phone call or meeting, and together, let’s explore if we’re a good fit.
Are you part of a charity?
Endowments, foundations, charities and trusts are a key part of our business, and we offer a number of custom-tailored services. Contact us for more information.