Our wealth building approach is innately collaborative, personalized, and all-encompassing

It’s an approach that comes from our unique history – how an Investment Advisor, Private Banker, and Chartered Professional Accountant came together to offer money management, financial planning, and tax-smart wealth solutions under one roof.

Working closely together, and drawing from the expertise of our respective professional networks, we ensure that every financial need you face in life is a need we can plan for together.

Wealth Management

You

Your family

Your business

Wealth planning

Financial and retirement planning Business owner planning Tax planning

Portfolio management

Investment management Banking and credit advice Charitable giving

Collaboration

Insurance analysis Holdco and trust solutions Will and estate planning

Additional support

Mental health and wellness Financial literacy
A business owner walking with their iPad. A business owner walking with their iPad. A business owner walking with their iPad.

Business owners & agricultural families

We understand that your business or farm mean everything to you and your family, and we’re well-versed in helping people like you make the most of everything you’ve built. From tax-smart money management and income-focused investing to strategic succession and retirement planning, we can help you make the most of your legacy and ensure your next chapter is the best one yet.

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Professionals at a board room table. Professionals at a board room table. Professionals at a board room table.

Professionals

With over 100 combined years in financial services, our team is highly qualified to help a range of professionals navigate the ins and outs of their practice through personalized strategies and unwavering support. Freeing your time to focus on what matters most to you, we provide goal-driven investment management, insurance and financial planning, sophisticated tax-saving strategies, and more.

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A woman meeting with her clients. A woman meeting with her clients. A woman meeting with her clients.

Women in wealth

Women are a force to be reckoned with in the labour market and, as a result, face unique challenges regarding their finances. With an ever-increasing share of household income and overall net worth, it’s imperative to have a team like ours that prioritizes your financial well-being, increases your confidence in financial decision making, and helps you enjoy the fruits of your labour now and into the future.

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A daughter hugging her elderly parents. A daughter hugging her elderly parents. A daughter hugging her elderly parents.

Individuals and families

One of the most rewarding parts of our job is helping someone plan for the education of their grandchild, or the careful structuring of their family estate for the next generation. We guide your family’s financial discussions with a focus on investing for income, securing your legacy through an air-tight estate plan, and achieving the retirement and charitable goals you hold close to heart.

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Your hard-earned wealth deserves our all-encompassing support

You’ve learned about our story. We’d love to learn about yours.

Let’s discover how we can help you grow your wealth and reach your goals.

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