A Disciplined Approach, Exceptional Service & Excellent Results

Our mantra for exceptional client experience.


As your personal financial advisors and business consultants, our key focus is to help you plan for the future and ensure that you, your family, and your business are secure.

Our approach is simple:

  • Spend time with you to know you better and understand your personal and business goals.
  • Work with you closely to build a personalized wealth management plan.
  • Take a disciplined approach to execute on the plan, monitor the progress, and proactively make adjustments along the way in order to deliver excellent results.
  • Be available for you when you need us.

We pride ourselves on providing tailored advice and solutions to help safeguard your wealth and protect your business's and family's future.

Get in touch

Rupmeet Singh, CIM, MBA, B. Eng. (Hons.)

Rupmeet Singh, CIM, MBA, B.Eng.

Investment & Wealth Advisor

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Client Testimonials


"It has been an absolute pleasure to have Rupmeet Singh and his team as my Wealth Advisor for the past several years. He is experienced, insightful, and very well-informed. He has consistently taken a targeted and customized approach to understanding both my personal and business financial needs and delivered on all accounts. He alongside his wonderful team have excellent communication and are readily available to answer questions at all times. It is with great confidence that I would recommend Rup if you are looking for a conscientious and meticulous individual to manage your financial needs."
- Dr. F. Shivji Family

"Mr. Singh took a pro-active approach to truly understand my lifestyle, financial position and life priorities. He has consistently performed better than my nice but not very creative previous advisor. He arranges follow up appointments to keep me informed, and has patiently explained the options and let me decide what I feel comfortable with. I feel understood and much more secure about my future retirement. He is consistent, enthusiastic and enjoyable to talk to. He comes highly recommended."

- Dr. Elliott Family

"Working with Rupmeet is an absolute pleasure and privilege. He is knowledgeable, prompt, discreet, wise and considerate, which in my opinion in today’s world are hard qualities to find altogether. He carefully analyzes my personal situation (non judgmentally) and provides well thought out and wholistic strategy to achieve my personal/family goals. Having someone like him on my team affords me great peace of mind not just in finance but also in life!"
- Dr. A. Mo Family

Awards & Testimonials