Investment Advice

With 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.

Grow, Protect and Transition

We help clients grow the liquid side of their balance sheet. Our clients work hard for their money; we help them protect it by putting the right risk controls in place. Through detailed planning, we help clients transition their assets into retirement and help ensure their goals are met concerning the ones they love.

Accessibility to all asset classes:

  • Stocks
  • Bonds
  • ETFs
  • Mutual Funds
  • Options and more

Financial Planning

To find out if you are on track to reach your financial goals we sit down and put together a comprehensive plan that serves as a barometer for both current and future needs.

Holistic Approach

To be effective, we must consider all relevant aspects of your financial situation. Taking a holistic approach allows us to identify priorities and sometimes conflicting goals to further reinforce your main objectives.

We believe that our trusted team of experts is here to augment, not replace your current experts in the field of tax and estate affairs. Financial planning includes taking an in-depth look at the following:

  • Retirement planning
  • Estate planning
  • Tax Planning
  • Risk Management
  • Asset Allocation and Location

Estate Planning

As assets grow, so does the complexity of needs. With that in mind, it’s important to regularly review one’s will, codicil and other legal documents to ensure your final wishes will be carried out accordingly.