What we offer….

  • CONNECT – we do more than collect financial information - we build relationships.
  • PERSONALIZE – your investment strategy should reflect your unique needs.
  • GROW – create a portfolio that will set you up to accomplish all of your future goals.

 

Who we help….

INDIVIDUALS & FAMILIES

 

BUSINESS OWNERS

 

EXECUTIVES

& PROFESSIONALS

FOUNDATIONS, CHARITIES

& NOT-FOR-PROFITS

 

FIND OUT MORE or get started and SCHEDULE A MEETING

We look forward to hearing from you!

 

Contact us: 519-675-2004
      

Recent Blog Posts

Why can’t the stock market shake off the downward pressure?

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

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U.S. residency – Canadians travelling to the U.S.

U.S. income tax residency rules may affect you If you’re a Canadian who spends substantial time in the U.S., you may be required to...

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What is the value of peace of mind when it comes to your wealth? Let us show you.