Offering comprehensive wealth management for professionals, families, and business owners


With over 30 years of experience, our team provides interdisciplinary financial services for professionals, families, and business owners who seek personalized, responsible management of their assets, beyond that offered at other financial institutions. As high net-worth investors, we know the issues facing you and have broad experience in retirement and estate planning, insurance and group benefit programs, educational savings, and tax-effective wealth transfer.

We listen to your needs, and customize solutions to meet your unique situation and aspirations. Our promise is to strive for excellence, and to ensure we are transparent in our investing so our clients understand our recommendations.

 

Our approach is to make sure you have the right plan and that you stick to it. Patience, discipline and courage are all important components of our proven formula for success. We can help you to enjoy the wealth you have created through an investment plan designed to achieve consistent, long-term returns.

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

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

24 May 2022
The shift: From inflation to recession?
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16 May 2022
When will it end?
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May 2022
Fixed Income
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


Federal budget 2022

Budget 2022 is focused on measures intended to assist Canadians with affordability (particularly when it comes to housing, child care, and health care), with some measures on climate action and investing in innovation and productivity.

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