Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.

By taking an integrated approach to wealth, we can help you:

  • Protect your lifestyle
  • Manage your nest egg
  • Plan your retirement
  • Create a lasting legacy
  • And much more

We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.

Please don't hesitate to contact us if you'd like to talk about your financial objectives and how we can help you reach them.

Recent Insights

Does slowing growth have a silver lining for fixed income investors?

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

Audio commentary: The 2022 Midyear Outlook

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

More inflation to bring more rate hikes … but also rate cuts?

While rising inflation has led central banks to step on the rate hike accelerator, a shift may be on the horizon as inflation fears could soon give way to growth concerns, potentially driving central banks to tap the brakes.

Will inflation determine the future of equities?

As policymakers look to tame inflation without triggering a recession, we look for catalysts that could signal the market’s path ahead.

Ernesto Hachey

Investment Advisor

Phone Number613-564-4886
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Email me

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