In 2019, our Team, lead by Bert Leeder was recognized by RBC Dominion Securities Chairman’s Council as one of the Top Wealth Advisory Teams in Canada. Our specialized tax knowledge and reputation of trust and integrity have made us one of the first choice investment teams and one of the largest wealth management groups in Grey Bruce, Owen Sound, and beyond, for over 20 years. Expert local knowledge and highly accredited advisors, we are backed by the experience and knowledge of industry-leading specialists at Canada's number one investment firm, RBC Dominion Securities.
Our Team works with a range of clientele from business owners and farmers to professionals and successful entrepreneurs. We service clients who are looking to plan for retirement in the future as well as those who are currently retired and rely on their investments to provide regular income. We work with families who have increasingly complex financial situations to provide a sense of comfort knowing that their financial affairs are in order.
We look to understand your unique situation and provide a customized, tax efficient plan to build your investment assets to achieve both short and long term goals. Our long term outlook considers the eventual de-cumulation phase of your investment assets and includes expert estate planning advice. We ensure your financial goals are aligned with your personal goals and work closely with you on an ongoing basis.to maintain a plan that suits your needs. We provide families with comfort knowing that they are financially secure in times of unpredictability.
From building your wealth to leaving your legacy, we offer a complete range of investment solutions and wealth management services to help accomplish your goals.