Our group was founded on one vision: To help you grow your wealth comfortably.

We never want you to stress about risk; that's why we listen to you, follow a disciplined process, and constantly analyze the statistical measures of risk-adjusted returns. With over 19 years of experience, Portfolio Manager & Wealth Advisor Andy Montgomery knows what it takes to ensure your success.  He goes the extra mile, giving you access to an industry-leading team of accountants, lawyers, estate and insurance specialists, and financial planning consultants. Its our total financial solution, and it prioritizes your peace of mind.

Recent Insights / Blog Posts

The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Video: Bank of Canada makes final rate cut of 2024

The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.

Andy Montgomery, CFP, CIM, FCSI

Senior Portfolio Manager & Wealth Advisor

Phone Number905-332-2636
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Email me

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