What you can expect as a client:

Our service philosophy is to nurture and maintain a close relationship with you by:

  • Preparing and updating a detailed financial plan
  • Arranging personal meetings for portfolio reviews
  • Providing frequent updates by telephone, mail and email
  • Providing timely tax savings strategies to build and protect wealth


Our belief is that a great community is one that is made up of people that give of their money, their time or both.  Since we began, our team has made it a focus to add value back to our community in which we are fortunate enough to work in.

I am proud to say that over the last 24 years we have been able to give over $200,000 to local charities.  Our primary focus has been to the pediatric unit of the Queen Elizabeth Hospital where we are on the donor wall at a Major Benefactor Level.  We have also been actively involved in the community.   We have been involved in Big Brothers Big Sisters, The Upper Room Hospitality Ministry, The Queen Elizabeth Hospital Foundation, The United Way, Canadian Red Cross and Canadian Cancer Society.

As we look to the future one thing is for certain, As long as we are in this community our team will do everything we can to add value back into it.  Allan Morse