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

European-union-and-British-Union-jack-flags-flying-together-in-page

Brexit: What can investors expect going forward?

Jan 08, 2021

The free trade agreement between the EU and UK brings relief and challenges. We take a close look at the agreement and potential impact for investors.

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New-York-Stock-Exchange-sign-US-flag-in-forefront-in-page

Why is the U.S. stock market at ease during this time of chaos?

Jan 07, 2021

The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?

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