Who are we?

Chris Durward, CIM, CFP

Vice President & Portfolio Manager

Chris Durward is a Portfolio Manager with 20 years of investment management experience. His specialty is investment management and financial planning for affluent Canadians who have to rely on their own savings to fund retirement, and by organizations seeking higher yields on short-term cash.

Janice Ng, FMA

Associate

Janice has a passion for delivering exceptional client service and advice. She is highly attentive and strives to assist clients in a timely and professional manner. In her role as an Associate, Janice is able to assist clients with trades and help with day-to-day account servicing requests and statement inquiries.
 
 

What do we do?

What is our process?

Who are our clients?

We find answers for life’s financial questions:

  • Will I have enough money to retire comfortably?

  • How long will my money last?

  • What can I do to reduce taxes?

  • What happens to my family if I get sick and can’t work?

  • How can I simplify the management of my investments so I can stop worrying about them?

read more >>

We follow a clearly defined, formalized process that brings discipline to the management of your financial matters, uncovers opportunities available to you, and provides you with exceptional peace of mind.

read more >>

Our clients are typically 50+ with $500,000 or more per household in financial assets. They tend to be busy people who need a comprehensive financial plan, and want to delegate the day-to-day management of their wealth to a trusted professional.

Before we decide to work together, it’s important to have an in-depth conversation and make sure that we have a good “fit.” We need to be sure that we can add value to your situation, and you need to feel comfortable that we offer what you are looking for.

read more >>