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.

22 November 2021
Active vs passive – so, you’re telling me there’s a chance
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15 November 2021
Not all dividends are the same
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November 2021
Inflation
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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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