Trusted Partners for Financial Success

Expert financial management for business owners, individuals, foundations and associations for the past 25 years.
 
With roots firmly established in our community, we have created a lasting reputation amongst investors in Aurora, the GTA and beyond. As trusted advisors, we are highly committed to helping our business owners bridge professional and personal wealth management to maximize overall wealth and professional success. This is an achievement we are proud of and continually strive to uphold.

 

Specialists in:

  • Portfolio Management
  • Retirement Planning
  • Business & personal tax planning
  • Business succession planning
  • Retirement Compensation Arrangements (RCAs)
  • Charitable stock donations
  • Employee-benefit incentives
  • Individual Pension Plans (IPPs)
  • Will and estate planning

In order to accomplish these tasks, we are supported by a vast network of professionals, including analysts, economists, and strategists available through RBC Dominion Securities. These resources and expertise make us Canadas leading full service wealth management firm.

Together we offer you the best and most qualified, conservative value-orientated investment advice.

Latest Blog Posts

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Will the inflation surge impact equity markets?

May 14, 2021

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

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3-rendering-hydrogen-renewable-energy-and-wind-turbines-in-page

Five things investors should know about hydrogen’s global potential

May 11, 2021

The lightest of elements may turn out to be a heavyweight in the transition to clean energy. We examine hydrogen’s opportunities for various industries.

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