Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Meet our Advisors

Recent Insights

Equity markets are facing a perfect storm of challenges

This unique period’s headwinds are flummoxing investors. Ironically, when sentiment decidedly sours, that’s usually not the time to give up on the market.

Audio Commentary: Inflation, the growth outlook, and some thoughts on fixed income

A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.

Can this volatile stock market regain momentum?

Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.

Audio commentary: Where we are today, and where we might be headed

A discussion of market activity, diversification’s recent pitfalls, and how to keep a long-term view in periods of volatility.

Bob Sautner, CFP

Branch Director

Phone Number416-231-6531
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Robert Toomey, CIM, CFP®

Associate Branch Director

Phone Number416-231-5630
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Email me

Let us connect you with an advisor today!

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