We know people because we know how to listen.

Each client is unique and there is no single solution which universally addresses every client’s needs. Our process begins with a consultative meeting where we develop an understanding of your circumstances.  We then develop a customized strategy to help you reach your financial goals and preserve your legacy.
Dedication to our clients is demonstrated by regular face-to-face meetings as well as open discussions to address any evolving needs.

We can help pre-retirees focusing on building their nest egg, retirees looking to maximize after-tax income, executives, medical professionals, business owners,  not-for-profit organizations and professional athletes.  

While some manage the parts, we manage the whole.

What sets us apart?

  • Significant experience in the financial services industry including 20+ years of Capital Markets experience
  • Strong track record of success
  • The lines of communication are always open
  • Someone you can trust
  • We take the time to learn about your whole financial situation
  • Team based approach
  • We’ll update your financial plan as needed
  • Regular face to face meetings
  • We put your interests first
  • Backed by Canada’s leading full-service investment and wealth management firm

Tim Fisher

Tim Fisher, MBA, CIM

Portfolio Manager, Senior Investment Advisor