Our mission

Endless Possibilities

It means having the freedom, flexibility, and support to develop truly customized financial planning solutions.

Integrity. Innovation. Independence.

These are the cornerstones of our success. They drive us to provide the best solutions and outstanding client service.

Our policy

To preserve and enhance client wealth by achieving optimal returns while taking on the appropriate amount of risk.

Our COVID-19 response

We are offering virtual meetings to help you and your family during these challenging times. You can rely on us for prudent investment advice and guidance on how to navigate the effects of the pandemic on your finances.

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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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Market research
Insights 

 

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

20 September 2021
Welcome to the backside of the inflation spike
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13 September 2021
MPT, we have a problem
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September 2021
Normalizing
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