We are dedicated to providing superior wealth management and investment solutions through independent financial advice and personalized client service to families across Canada.

 

 

 


 

DISCRETIONARY PORTFOLIO MANAGEMENT


With today’s increasingly complex and globally interconnected markets, many investors put their trust in our professional portfolio management expertise to build and protect wealth.

We customize sound, sophisticated investment strategies to build, preserve and protect clients’ capital through a riskcentric investment approach.


 

WEALTH & ESTATE PLANNING

 

Based on in-depth conversations focused on your priorities, our team will work with you to craft a plan that expertly meets your financial objectives, mitigates taxation and leads you confidently towards the future you envision.

A financial plan will ensure you have the right information and to make the best choices for you.


 

CASH MANAGEMENT

 

We make it easy for corporations, foundations and high net worth families to have access to a variety of cash management solutions, all from one account. Working with our partners, we source out the best rates for your cash deposits, with lower costs and ease of administration.

 

Learn More

 

Research the background, qualifications and disciplinary information on advisors at IIROC-regulated firms by generating an IIROC AdvisorReport.

 


 

 

 

TESTIMONIAL

 

Since joining as a client, I have again been impressed with their candour, their proactive nature and their ability to provide the right amount of detail when making important decisions. In a very short time the team has earned my trust and I would happily recommend them to anyone seeking investment advice.

— S. MacMillan

 

 

 

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