The next generation of wealth.

Let us simplify your life and help you reach your financial goals.

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
2022 Wrapped
Author: Jack James
There have been a lot of challenges for investors in 2022. In a few words, according to Ben Carlson of a Wealth of Common Sense, here... Read more
Seasons Change
Author: Jack James
Welcome to Fall - a name thought to originate from the change in seasons and the phrase 'fall of the leaf'. Observing global markets... Read more
Summer 22
Author: Jack James
As Labour Day approaches, holidays wind down, and the back-to-school preparations begin, summer is quickly drawing to a close. With... Read more
Five Daily Affirmations
Author: Jack James
The first half of 2022 has been anything but tranquil for stocks and bonds – with both asset classes off to historically poor starts... Read more

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Tax & Estate Planning
Strategies 

 

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


Year-end tax planning checklist

With the year winding down, review our 2022 year-end tax planning checklist. Take key steps before the end of the year and early into the new year to make a positive impact on your overall finances.

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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

23 January 2023
A warning from Wile E. Coyote
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16 January 2023
Are dividends on a power play?
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Investor Strategy

January 2023
2023 outlook: bear market end game
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