Developing a beautiful garden takes planning, patience, hard work, and careful attention. We apply these same principles to our client accounts: first by meeting with you to discuss your goals and aspirations, and then by working with you to develop a plan to meet those goals. Through diligent monitoring and adjusting to changing market conditions, we can help you preserve and enhance your hard-earned wealth.
Stephen and Heather each have over 30 years of experience in the investment business. Many of our clients rely on income from their investments; others are looking for assistance with legacy planning and management of intergenerational wealth. We pride ourselves in always taking the time to understand what’s important to you and your family, and are happy to work with your lawyers and accountants to provide pertinent, tailored advice to address your individual needs.
Because let’s face it: when it comes to wealth, it’s not about how much you have — it’s about using what you have to achieve your aspirations. It’s about controlling what you can and protecting what you can’t. And that’s our expertise.