Wealth isn't just a number.  It's family, legacy, and purpose - we treat it that way.

Your wealth reflects a lifetime of hard work, discipline, and purpose - and it deserves more than just a focus on returns.  That's why we offer long-term, personalized wealth management grounded in trust, clear communication, and the kind of care you'd expect from family.  Our approach goes beyond investments to include comprehensive tax planning, estate strategies, retirement planning, succession and business owner planning - all designed to protect what you've built and help you achieve what matters most to you.  With us, peace of mind isn't just a promise - it's a bespoke process, thoughtfully delivered.

Peace of mind is a phone call away...

Whether you have a quick question, need some guidance, or want to schedule a complimentary, no-obligation financial review - I'm here to help. Reach out any time, I'm always a call or message away.

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
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Chris Paolini

Investment Advisor

Phone Number416-677-1050
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Recent Insights

More but less

Dec 02, 2025 | Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Quarter-century crossroads

Dec 02, 2025 | Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

Nov 28, 2025 | Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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Building on a narrow base

Nov 21, 2025 | Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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