Our wealth building approach is innately collaborative, personalized, and all-encompassing

It’s an approach that comes from our unique history – how an Investment Advisor, Private Banker, and Chartered Professional Accountant came together to offer money management, financial planning, and tax-smart wealth solutions under one roof.

Working closely together, and drawing from the expertise of our respective professional networks, we ensure that every financial need you face in life is a need we can plan for together.

Empringham wealth infographic

How it works

Step 1

Business owners & entrepreneurs

Our team and partners help you make the most of your savings, succession, and life in retirement. This includes tax-smart money management, risk-mitigating and income- focused investment management, and big-picture planning to lead you through the sale of your business and the phase of life that follows.

Step 2

Health care professionals

As you work hard to build your practice, protect your patients, and support your family, you can feel confident that we have your financial life covered. Freeing your time to focus on what matters to you, we provide goal-driven investment management, insurance and financial planning, sophisticated tax-saving strategies, and more.

Step 3

Agricultural families

We understand your farm means everything, and we’re well-versed in helping agricultural families like yours make the most of everything they’ve built. From planning the succession of your farm to the next generation, to structuring your retirement with your life’s goals in mind, we can help you make the most of your legacy.

Share your story

Let's chat

If you’re like most of our clients, your life story has involved many hard-earned achievements. Let us help you reach further, with the expertise of a passionate and multi-disciplinary wealth team.