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

 

What we offer….

  • CONNECTwe do more than collect financial information - we build relationships.
  • PERSONALIZEyour investment strategy should reflect your unique needs.
  • GROWcreate 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

The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Redder: Updating our recession scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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