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Focusing on you and your financial milestones, we take a personalized approach to managing your wealth. Our knowledgeable and dedicated team cover the many facets of wealth management. Putting your interests first, we commit ourselves to delivering the highest levels of service to our valued clients. We create comprehensive and customized financial strategies for our clients encompassing tax, estate and philanthropy. In doing so, we empower you to make the best financial decisions both now and in the future.

We take the time to understand your needs and develop diversified portfolios that participate in market gains while minimizing volatility. We look at your personal circumstances, navigating investment decisions with an objective risk management process that takes the emotion out of investing.

No matter where your journey takes you, we will be there to support you with unbiased advice and proven strategies that help you protect and grow your wealth.



Latest Blog Posts
Bear Market Blues
Author: Jack James
Since issuing our end of April update, we have witnessed continued selling pressures across stock and bond markets amid investors'... Read more
April Showers
Author: Jack James
April Showers. Will they bring May flowers? With continued broad declines across most major assets through the month of April, many... Read more
Q1 Volatility
Author: Jack James
This concludes the first quarter of 2022. If there has been any notable theme in the last three months, it has been volatility. Volatility... Read more
Mid-March Update
Author: Jack James
Vladimir Lenin famously stated, “There are decades where nothing happens; and there are weeks where decades happen”. This is one of... Read more

Wooden walkway over windy field

Tax & Estate Planning


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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Train arriving, symbolizing timely insights

Market research


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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