Building and Preserving your Wealth
Our goal is to help you build and preserve your wealth and provide strategic guidance through every stage of your life.
We are a knowledgeable and dedicated team with over 100 years of combined financial services experience. This gives us the perfect combination of skills and knowledge to provide you with the personalized investment management you need, while drawing on the vast resources of Canada’s leading wealth management provider.
By working with Cathy, Michelle, and Jeff and their team of professionals, you’ll be confident in your financial security knowing that they take a conservative, value-based approach to investing that helps to protect your wealth as well as grow it. Along with investment management, our team provides ongoing strategic guidance including financial and retirement planning, estate planning and business succession planning.
Contact us today to find out more about how our team will build and preserve your wealth.