Welcome


We offer guidance on investment and financial affairs, and manage the risk that the markets and life can bring.

We work with professionals, business owners and high-net-worth individuals who require assistance with the building and protection of their wealth. we also help retirees and pre-retirees maintain their desired lifestyles, and assist well-established families with the tax-efficient transfer of wealth to the next generation.

Our 
approach to wealth management is comprehensive and tailored to you. Before we begin to manage your money, we employ a disciplined approach to determine a thorough understanding of your financial needs and objectives. That way we can develop a portfolio that truly suits you.  

Please feel free to contact us for more information.

Recent Posts

Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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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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ehren mendum

Ehren Mendum, CFA

Portfolio Manager

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krista deacon

Krista Deacon

Associate Advisor

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amanda wilson

Amanda Wilson

Associate

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