Our Mission

Our mission is to provide our clients with financial confidence and peace of mind. We focus on long-term, individual relationships with each client and implement the core investment concepts that result in the wealth generating performance our clients need. Our client value proposition includes:

Client Experience

We deliver a superior service offering by understanding your priorities, objectives, and values. 

Strategic Fit

Tailored solutions customized to your unique situation.

Strict Discipline

Reduce risk and optimize returns through proper asset allocation and efficient rebalancing.  

Ongoing Engagement

Timely communication to ensure your strategy is in alignment with your objectives.


Our clients greatly value our commitment to their individual needs and have trust and confidence in our sound investment management. We welcome the opportunity to share how we can best serve you. Contact our team today to arrange an introduction.


Spencer Glenn, MBA, CIM® - Portfolio Manager

Recent Posts

Top Weekly Articles - 2021-11-22

Nov 22, 2021 | Spencer Glenn

Our team's top news articles of the week.

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What's up with inflation?

Nov 19, 2021 | Dawn Desjardins

“High” inflation means different things to different generations. To the earliest baby boomers, the term conjures memories of the double-digit increases of the mid-70s to early-80s and sky-high mortgage rates.

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Top Weekly Articles - 2021-11-15

Nov 15, 2021 | Spencer Glenn

Our team's top news articles for the week.

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