Wealth management in perfect balance

Our team's mission is to guide our clients and their families in the creation, management and preservation of their financial wealth and lifestyle goals.
 

Your aspirations, our business

Understanding your vision and what is important to you is paramount to designing your successful Wealth Plan.  We take a holistic approach to helping you determine your needs.  Through our commitment and expertise, we will tailor an investment plan that will allow you to reach your goals (both financial and personal) and deliver results that include maximizing returns and cash flow, while minimizing tax and risk.
 
When the need arises, we also have access to our in house Wealth Planning Team of lawyers, estate planners and tax advisors.  We work with them in a coordinated approach to address specific needs such as tax issues, insurance, inter-generational wealth transfers, business, farm and cottage succession, and philanthropic aspirations.
 
Our commitment to you is to ensure balance in every aspect of your life by providing you with superior service and sound investment advice through wisdom, respect and integrity.
 
Our promise is to strive for excellence and to continue earning your trust.

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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

21 November 2022
Morphing market
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14 November 2022
Kapow!
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Investor Strategy

November 2022
Road not taken
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