The next generation of wealth.™

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your goals and expectations.

It's also about controlling what you can and protecting what you can't. And that's where we can help. Over the years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - live life. On their terms.

Our team works with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk. As part of your Advisory team, we engage our in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for you to address any estate, tax, philanthropy, insurance and business and farm succession needs you and your family may have.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.

 


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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


New trust reporting rules proposed for this year

If you oversee a trust and have not been required to file T3 trust income tax and information returns with the Canada Revenue Agency in the past, you should be aware of the new federal reporting rules. Read this article for key information.

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Market research
Insights 

 

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

14 June 2021
Whistling by the graveyard
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31 May 2021
CAD - Powerful concurrence of factors
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June 2021
Investor Strategy: Commodity Supercycle - Unlikely
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