Honesty. Transparency. Integrity. Our promise to you.

 

We joined the investment business to bring confidence and clarity to today’s investors. Bruce Willms has helped affluent investors in the Moose Jaw area achieve their goals since 1996, building strong, long-term client relationships based on honesty, transparency and integrity. By taking the time to understand your unique circumstances and aspirations, we can help design a professional investment portfolio tailored to you. Whether you’re saving up a retirement nest-egg, planning to fund a loved-one’s education, or building a family legacy, we have the expertise and resources to help you effectively plan for your future.

We also recognize that investment management is just one key part of a well-rounded wealth management plan. That’s why our approach ties together all the interconnected components like tax planning, financial planning, insurance solutions, business succession planning and more. By leveraging in-house specialists or collaborating with your existing tax and accounting professionals, we provide a seamless, maximized plan to grow and protect your wealth. Whether you are dealing with a complex corporate structure, specialized tax planning strategies, estate and Will planning for blended families, or creating a lasting legacy for future generations, we can simplify your situation and provide you with total financial peace of mind.

You’ve worked hard to get where you are. Meet our team and contact us today to arrange a complimentary consultation, and let us get to work for you.

 

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Important notices

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