Providing Portfolio First Aid for Canadian Investors since 1991

It’s been said that money talks. Sometimes it cries HELP!
That’s where we come in.
We offer comprehensive wealth management. This means a detailed financial planning process together with a disciplined, time tested approach to portfolio management.
People turn to us to help them with matters such as generating retirement income, mitigating their tax burden, growing their assets, repairing a damaged and underperforming portfolio and preparing for the transfer of assets to the next generation.
To request a complimentary second opinion on your portfolio and financial plan, please send an email to

Audio Insights

Divorce in a Time of Pandemic

Jun 12, 2020

Family law professionals are anticipating a surge in divorce proceedings once social distancing rules are relaxed. If you or someone...

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Stormy Weather

May 15, 2020

This audio blog instalment is from a note sent exclusively to my clients earlier this week. I’m making it available publicly on my...

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