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. 
 


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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.

12 October 2021
Rarefied air
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27 September 2021
Q3 earning season – no cakewalk
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October 2021
Challenges ahead
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