Astute and dedicated wealth leadership 

“The protection of your wealth is as important as growing it”

For nearly 30 years I have provided wealth management services built on trust and expertise to prominent Canadian families, retirees, small corporations and institutions.

Every investor brings unique biases, goals, objectives and life circumstances to the management of their wealth.

By providing a framework and acting as your financial CEO I and my team will partner with you to ensure all aspects of your wealth work in unison harmonizing your investment, tax, insurance and estate planning needs. The end result is a common-sense, wealth-enhancing investment solution for discerning investors seeking peace of mind in an increasing complex world.

Contact us to learn more about our services and how we can create a personalized financial strategy that resonates with you and your family.

 

“It takes a great deal of boldness, mixed with a vast amount of caution, to acquire a fortune. But it takes ten times as much wit to keep it” — The Yellow Kid by Joseph R. Wells

Read on to discover more about our vision and how we can work together to achieve financial peace of mind.

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.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

28 November 2022
Do we believe in a Santa Claus rally
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21 November 2022
Morphing market
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Investor Strategy

December 2022
Santa may have come early
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