What have we done to make our clients lives better today?

 

Helping you live for today and plan for a bright future

 
Enriching and preserving our clients’ assets.
We do this on your terms in ways that allow you to live for today confident that your future is on track.

Minimizing risk, maximizing opportunities.Our portfolios are primarily composed of high-quality, proven securities, safeguarded by multiple risk-management measures.

Listening, learning and executing. Taking the time to know you means that we are fully prepared keep your financial plans on track when changes occur, such as the birth of a child, a career change or selling a business.

Teaming up to simplify your life. We seamlessly integrate investments, taxes, education savings, estate planning and insurance into your wealth management plan.

Joel Kruzich identifies the mix of investments and financial services best suited to meet your needs today and in the future.

Danielle Kee oversees business operations and keeps track of all the details that add up to excellent client service.

Conversations on wealth: Podcast

Listen here
Podcast

 

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.

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

27 June 2022
The good news and bad news
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20 June 2022
A challenging week for investors
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Investor Strategy

June 2022
Passive or Active? Why not both?
View article

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.


Selling a home

Selling your home? Whether you’re upsizing, downsizing, or choosing to rent for a while to weigh your options or wait for the market to cool, here are some things to think about before you decide to put your home on the market.

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