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.

George Jowitt

Vice-President & Investment Advisor

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A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.