We believe that the key to successful investing is a comprehensive long-term plan that involves all aspects of wealth management. Wealth Management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.
 

We will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

Important Notices

The annual Tax Free Savings Account contribution limit for 2024 is $7,000 (maximum contribution limit since inception $95,000)

Your contribution room can be verified by giving us a call or by logging into My Account on the CRA website. 

We would be more than happy to help you process your contribution so please give us a call and we can discuss the best way to move funds into your TFSA.

Monte Hyssop 604-257-7676

Shirley Gatto 604-257-7601

Recent Posts

More but less

Dec 02, 2025 | Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Read more

Quarter-century crossroads

Dec 02, 2025 | Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

Read more
Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

Nov 28, 2025 | Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Read more