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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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Market research
Insights 

 

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

12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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