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.

25 October 2021
G N' R – Rocking markets
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18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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October 2021
Challenges ahead
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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.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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