Trusted partners, timeless principles


With deep roots in the Canadian financial community, we have proudly partnered with respected business leaders, families, corporations, and institutions as they’ve navigated their ever-evolving journey and uncovered the power of purpose-driven wealth.

Our wealth management philosophy centres on three core principles: purpose, perspective, and partnership. These principles guide our approach to wealth creation, helping families achieve continuity and strength through collaboration and strategic planning.

Derek Henderson

Portfolio Manager & Investment Advisor

Jeff Tervit

Investment Advisor

Kathlina Cabral


Rebecca Sears

Senior Associate