Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.

By taking an integrated approach to wealth, we can help you:

  • Protect your lifestyle
  • Manage your nest egg
  • Plan your retirement
  • Create a lasting legacy
  • And much more

We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.

Please don't hesitate to contact us if you'd like to talk about your financial objectives and how we can help you reach them.

Providing greater transparency

The “Client Relationship Model” is designed to provide investors with greater transparency on the costs and performance of their investments.

With phase two of this initiative, called “CRM2,” a new annual performance report was introduced at most Canadian investment firms in 2017.

The new annual performance report uses a different way to calculate your rate of return compared to the traditional “time-weighted rate of return” used by most of the financial industry.

It’s called a “money-weighted rate of return,” and it takes into account your contributions and withdrawals throughout the year to give you more insight into your personal rate of return.

The following video explains the difference between these two ways to calculate your rate of return – and why both are helpful.