Experience. Integrity. Wealth Preservation.

We provide the best-in-class advice & customized wealth management solutions to clients in the fields of portfolio management, financial planning, estate planning, tax planning and individual pension plans.

Located in Oakville, our team works with a select clientele of highly accomplished executives, entrepreneurs, small business owners and others who have succeeded in the most competitive business environments. In earning their trust, we have grown into one of the most successful wealth management practices in Oakville with over $400 million in client assets under management and over 20 years of investment experience. Your family has unique values, goals and family dynamics. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals.

Contact us

Our first step is to ensure that we understand your personal and financial objectives. Then we create a sophisticated financial plan that integrates everything from tax planning and risk management to your investment portfolio and estate wishes.

Contact us now to begin the discussion. Please call Rod Fahey, Vice-President & Investment Advisor at:

905-845-4284

or

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Rod C. Fahey

Rod C. Fahey, FMA

Senior Investment & Wealth Advisor

Phone Number905-845-4284
|
Email me

Lisa Beartup

Associate

Phone Number905-845-5607
|
Email me