Our wealth management partnership combines nearly 50 years of industry experience with a broad range of clients, including corporations, business owners, and incorporated professionals. We are committed to developing and maintaining long-standing relationships in order to ensure clients feel confident about their financial future. We focus on capital preservation, cash flow, and investment planning needs by providing a wide range of solutions, knowledge, and partnerships in order to fulfill client needs.
Toby Jones is a Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and a graduate of BCIT Financial Management. He has over 22 years of experience providing wealth management solutions, retirement and estate planning for high-net-worth clients in both personal and non-personal structures, as well as for corporate entities. Toby is married with two children and enjoys boating and the outdoors.
Jeremy Cruz is a graduate of the University of Calgary and has worked in the financial services industry for over 25 years, specializing in the financial needs of corporate and commercial clients. He is married with two children and enjoys tennis, running, and spending time with his family.