Your financial compass

Welcome to our practice

We provide financial, estate planning and investment management advice and create customized wealth management solutions to affluent investors, corporate executives, retirees, and business owners.

Driven by our passion to help people achieve peace of mind about their financial security, we focus on capital preservation and research. Acting as your financial compass, we provide direction, control and clarity so you know that you and your family or organization are on track to achieving your goals at every step along your journey.


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

16 May 2022
When will it end?
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9 May 2022
On the passage of time
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May 2022
Fixed Income
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


Federal budget 2022

Budget 2022 is focused on measures intended to assist Canadians with affordability (particularly when it comes to housing, child care, and health care), with some measures on climate action and investing in innovation and productivity.

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