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

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026 | RBC Family Office Services

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

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Building on a narrow base

Jan 06, 2026 | 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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Executive summary: Global Insight 2026 Outlook

Dec 19, 2025 | The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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