We work with select families, professionals and businesses who require personalized wealth management services. Through communication and education, we strive to create an environment that supports financial security, growth and independence.

Our clients choose us and appreciate that the foundation of our practice is built on trust, a successful track record of delivering excellent results and the following sound financial principles:

  • Guide by sound business judgement and years of experience
  • Provide comprehensive, individual tailored portfolio management
  • A combined focus of long-term growth and capital preservation
  • Long term partnership with a fiduciary responsibility
  • Value for cost

If this appeals to you, we’d welcome an opportunity to hear your story and together determine if we can help to secure a promising financial future for you and your family.

Recent Blog Posts

Federal budget 2024: Key measures that may have a direct impact on you

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Women and wealth: The future is female

Although inroads have been made, women still experience a significant gender wage gap across the world.

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

Video: Are you an executor? Three reasons why you should get help

The Wealthy Barber on why executors should consider getting help from the professionals.

Your Wealth. Our Advice.

We’d love to hear your story.

Contact us for a private introduction.

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