Comprehensive wealth planning made simple

Senior Investment Advisor, Andrew MacGillivray, understands the value of peace of mind. Through a track record of building meaningful, long-term client relationships anchored in education and expert advice, Andrew helps simplify complex financial situations so you can rest easy knowing your investments, retirement and estate are in good hands. Working primarily with high-net-worth individuals and their families, Andrew has built a reputation for his trusting, empathetic and attentive nature, helping make people comfortable working through difficult subject matter. His goal is to be a guide to families looking to improve their financial education, build personalized strategies and transfer wealth tax-efficiently to the next generation and beyond.

What is the value of peace of mind when it comes to your wealth? Let us show you.

Recent Posts

Gen AI: Is Canada ready?

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

Bank of Canada set to make the first interest rate cut of easing cycle

Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row...

The value of having a strategic charitable giving plan in place

Planned philanthropic giving can help create a beautiful legacy.