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

ear pods in page

Audio Commentary: Inflation, the growth outlook, and some thoughts on fixed income

May 17, 2022

A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.

Read more
kayaker navigating the rapids

Can this volatile stock market regain momentum?

May 13, 2022

Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.

Read more

Important notices