“We make a living by what we get, but we make a life by what we give.”

– Winston Churchill

Giving back to the community is a way of life for our team members, and we’re fortunate to support clients whose passion and generosity inspire us every day. By learning about what causes matter most to you, we can construct a socially responsible investment portfolio (SRI), a big-picture philanthropic strategy, or a family foundation that will maximize your impact and your after-tax income.

Our team takes this mission to heart personally and professionally, and we can be found out in the community supporting important organizations and causes.  Just one example has been our monthly date at the Hamilton Ronald McDonald House, where our team and our partners pitch in to help keep the grounds clean and the cookies fresh!

Ride to conquer cancer logo

Ride to Conquer Cancer

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Terry fox research logo

Terry Fox Research Institute

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Kidney foundation logo

Kidney Foundation of Canada

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Ronald McDonald House Charities

Ronald McDonald House

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Heart and Stroke logo

Heart and Stroke Foundation

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The Urban Angel logo

St. Michael’s Hospital Foundation

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JA Canada logo

JA Canada

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Georgian Bay Biosphere logo

Georgian Bay Biosphere

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Harvest Share Community Food Programs logo

Harvest Share Food Programs

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