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

The Wealthy Barber on how a cottage can complicate estate planning

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

Video: The Wealthy Barber: Is your Will’s executor ready?

When estate planning, remember to include your personal property and heirlooms

Video: The Wealthy Barber wants to know: Are you making a Will?

Why you should make a Will and include an up-to-date net-worth statement

Why your art collection should be part of your estate planning

Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.

Your Wealth. Our Advice.

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