Experience. Better Wealth Management. Relationships

We serve high value wealth holders and aim to become their Most Trusted Advisor

We help high value wealth holders achieve peace of mind using professional wealth management services, which allows them to focus on what's important in their lives.

We provide our services to:

  • Business Owners - Over the years, we have found that business owners experience difficulties balancing their personal financial needs with those of their business. We help business owners by removing the anxiety of managing their financial affairs, and allow them to focus on managing their business.

  • Professionals - We understand that having a professional career presents a unique set of personal and professional challenges. We help professionals by removing the anxiety of managing their financial affairs, and allow them to focus on their careers.

  • Farm Families -  Our experience has shown that farm families often have trouble managing the complexities of transferring farm property to the next generation. We help farm families by removing the anxiety of managing their financial affairs, and allow them to focus on running their farm operations.

What Makes Us Unique?

  • We use a Wealth Optimization SystemTM to clarify your vision and goals. 

  • Private Investment Management (PIM) discretionary account management.

  • Institutional portfolio management strategy models.

  • A full range of wealth management services – Financial Planning, Estate Planning, Insurance and Will & Estate Consulting.

  • Partnerships with RBC bank partners at Royal Trust, Private Banking, Commercial Banking and Group Advantage.

We work with clients in all phases of their lives:

  • Accumulation – Entering the workforce, starting a family [the “go-go” years]

  • Preservation – Primary earning years, preparation for retirement [the “slow-go” years]

  • Income and Distribution – Retirement, planning for intergenerational wealth transfers [the “no-go” years]

We work with the full spectrum of clients – from those who are deeply involved in decision-making to those who prefer a hands-off approach.

 

 

David Sinclair, CPA, FMA, CIM, B.Comm., CFP, CA

Senior Portfolio Manager

Phone Number306-777-0538
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Email me

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