Every day we have the privilege of helping people get closer to realizing their dream of financial security. Over our nearly 100 combined years experience in the Canadian financial services industry, we have established relationships with a wide variety of business owners, retirees and professionals at various points along their journey of wealth creation and wealth preservation. Each relationship is unique. Each plan is exciting to map out and work towards executing.

Our Business Principles

  1. We believe that the complexity of client needs increases with the size of assets; our typical clients have assets in excess of $750,000;

  2. Secondly, the maximum client benefit is derived from the services of a group of experts, and is best suited to a partnership with a dedicated team of professionals;

  3. Thirdly, an environment of risk and emotions requires a proven process and a disciplined methodology;

  4. Additionally, transparency is the cornerstone of a healthy business relationship and an effective strategy;

  5. Finally, a complete and integrated wealth management offering can be realized only by a highly specialized, professional, customized service.