Expertise from coast to coast


With team members hailing from both ends of Canada and each with a different cultural and professional background, we pride ourselves on the diversity of our views and the unique expertise we bring to the table. We see our differences as our strength, and a key differentiator that empowers us to provide strategic solutions to each of our clients.

Marcus Etchegary

Portfolio Manager & Wealth Advisor


Jim Gandhi, CFP

Associate Wealth Advisor



Where are you on your road to financial success?


If you don’t know where to start, where you’re going, or how to get there, we have the experience and expertise to help.

Contact us today