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

Does slowing growth have a silver lining for fixed income investors?

Jun 30, 2022

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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Audio commentary: The 2022 Midyear Outlook

Jun 30, 2022

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

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