Innovative wealth solutions

Maximizing returns, tax conscious investment advice

Our team provides experienced, strategic investment leadership and enhanced service with a high regard for our clients’ objectives. We focus on active, daily, transactional trading of high-quality securities and income-generating strategies to help investors achieve maximum returns through customized portfolios.

While we specialize in strategic security selection, we also devote a great amount of attention to providing customized long-term wealth management plans, so that our clients’ assets are well diversified, while conserving capital so their legacies are secure for the next generation.


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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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Market research
Insights 

 

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

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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August 2021
S&P 500 - 9 Months, 9 New Record Highs
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