Who do you work with?
Our clients span a wide range of life stages and career paths, each with their own financial priorities. The common thread? They value a structured, goal-oriented planning approach that aligns short- and long-term objectives on the path to financial independence. Our clients seek more than surface-level advice -- they want a thoughtful partner who offers clarity, education, and a strong rationale behind every financial decision.
Why choose us?
We are proud to be one of the most qualified and experienced advisory teams in Northwestern Ontario. With a strong foundation of credentials, decades of combined experience, and access to RBC Dominion Securities' industry-leading resources, we deliver an unparalleled wealth management offering. Still, we don't take a one-size-fits-all approach -- each relationship begins with a fresh perspective and a customized strategy aligned with your goals.
What is the minimum portfolio size?
We typically work with individuals and families who have investable assets of $500,000 or more, or those who are well on their way and committed to building their wealth with intention.
What services do you offer?
At its core, our practice delivers personalized financial planning and active investment management. But our offering goes well beyond that. Areas of specialization include:
- Retirement planning
- Tax-efficient investment strategies
- Estate and legacy planning
- Charitable giving strategies
For a more complete view of our approach, we invite you to visit the homepage.
Where are you located?
Our office is located at 1001 William Street, Suite 300, Thunder Bay, Ontario.
For directions and mailing details, please visit our Contact Us page.
When can we meet?
We'd love to connect. Please complete the form below and a member of our team will reach out to schedule a conversation at your convenience.
