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A simple approach to your most complex financial needs: 

Comprehensive wealth management
 
  • Our established team of investment professionals specializes in sophisticated wealth planning strategies for your individual needs.  
  • Our conservative model is designed to maximize income in a tax efficient manner, preserve capital and identify quality growth opportunities
  • Our dedication towards superior customer care provides you with the trust, comfort and reassurance that your wealth is being managed to last today, tomorrow and generations to come. 
We offer sound investment advice, the strategic use of insurance, estate and tax planning ideas to our valued clients, many of whom are families, small and medium-sized businesses, pre-retirees, retirees and incorporated professionals.
 
Let us create a roadmap for your financial goals.


Testimonial 

Richard has worked for me for over 15 years and the critical values he has shown is the ability to understand my needs and the skill and resources to find appropriate investments to deliver on those needs. He seems to be reinforced from our success rather than any boasting of his abilities, an admirable and helpful characteristic. I look forward to a much longer relationship.
                                                                                                                                      
- Jack Gelber, Sales Director - Canada everbridge