Integrated Investment Management and Financial Planning for Business Owners.


We have worked with successful business owners across Canada for decades. We know how

much focus it takes to run a business. That can leave little time to manage the results of your success. Things like investments, RRSPs, TFSAs, Holding companies, insurance, and so on. Our job is to understand your goals, to develop thoughtful financial plans to minimize tax with your investments, and to work with your legal and tax advisors so your financial world is

perfectly integrated and coordinated. So you can focus on the business. Because the financial world we live in is becoming increasingly complex, we are a multidisciplinary team backed by some of the best administrative professionals in the business.


Stephen Cudmore is a Certified Financial Planner and Family Enterprise Advisor candidate (FEA). The FEA is the leading Family Business Advisory designation in Canada. Stephen's role is to understand your family goals and complexities, to create a roadmap to enable you to see into the future clearly, and to develop a written plan to coordinate and simplify your investment, insurance, business and personal financial assets.


Recognizing tax plays such a significant role in your life, Stephen works closely with our own CPA, Garth Doiron in developing these plans, finding tax savings opportunities and integrating our work with your own CPA so when you are not running the business, you can do the things in life that your success enables you to do. Developing plans to achieve your goals is at the core of what we do. Ultimately, we need to deliver the investment results to drive these plans.


Jonathan Ross is our investment expert on the ground on PEI. He works closely with our investment team in Toronto in executing our dynamic asset allocation decision making framework designed to protect your capital and drive these results.


Conversations on wealth: Podcast

Listen here


Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.


Wooden walkway over windy field

Tax & Estate Planning


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.

View article


Train arriving, symbolizing timely insights

Market research


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

20 September 2021
Welcome to the backside of the inflation spike
View article

13 September 2021
MPT, we have a problem
View article



September 2021
View article