Experienced, principled advisory services

Financial advice you can rely on

Investing is a serious business. The investments you make today will have an impact on the quality of life you enjoy tomorrow.

We take this business and your trust seriously. Working hard on our clients’ behalf, we do everything we can to ensure your future is an enjoyable one for your family. We cannot predict future markets, nor do we pretend to. Helping clients perfect their financial affairs, we successfully weather anything the investment scene throws at them.

We dedicate ourselves to managing wealth by combining sound investment advice with unparalleled personalized service, providing the discipline and experience required to help conservative investors enhance their assets, and protecting their estates for future generations.

 


 

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Market research
Insights 

 

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

25 October 2021
G N' R – Rocking markets
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18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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October 2021
Challenges ahead
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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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