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

two businessmen smiling over financial reports

Has the Fed won the war on inflation?

Feb 03, 2023

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

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David Chilton

The Wealthy Barber David Chilton Serves Up a Wealth of Financial Knowledge

Feb 02, 2023

Best-selling author David Chilton reminds Canadians to pay themselves first — and offers other powerful financial advice.

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