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

 

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

 

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Contact us: 519-675-2004
      

Recent Blog Posts

Unraveling the uncertainties facing stock markets

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds about the U.S. equity

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Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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