Experts in the intersection of business and personal wealth

Meet the team

Our North Star, and what sets us apart, is our complete dedication to the business community in all investment and wealth advisory matters.

We are proud financial stewards to business owners, innovators, and their families, who strengthen their communities through new and improved products and services, job creation, and empowering those around them. And this much we hold to be true: in giving you sophisticated advice that streamlines your financial life, we support you in building nothing less than a better Canada and a better world.

“We approach finance with the vision that together we can build a better world and rally others.”


Profound opportunities deserve simple solutions


Our clients find the ideas we bring to the table different and effective, given our unique backgrounds and what we know has worked with others.

Our approach