We are a Wealth Advisory Team whose objective is to create a better future for our clients and our community. We will work to inspire and within our business practices our mission is:

 

  • To incorporate responsible and sustainable investment practices in the selection of wealth management solutions
  • To provide stewardship of assets
  • To uphold all standards of fiduciary care
  • To deliver professional advice with commitment at a fair price
  • To make impact

 

We will align your values to your investments.

 

Barbara Reid, BA (Hons), CIM

Senior Portfolio Manager & Wealth Advisor

|