We serve the needs of wealthy individuals and corporate investors seeking a high level of customized, unbiased and objective advice.  Our expertise extends to families, business owners, and institutional accounts with various asset sizes
We serve clients in many provinces across the country and we understand the varied needs of clients in various stages of life.  We advise clients on building, preserving, and transferring wealth in a tax effective manner to heirs.  We welcome the opportunity to discuss our approach with qualified investors.  To ensure our high quality of service to our clients, we are currently only accepting clients with either one of the following criteria:
  • Prospective clients with a minimum of $500,000 in investable assets.
  • Prospective clients referred to us by a current client. 
  • Young professionals.d