Our approach to wealth management is inspired by the city we call home.

We build personalized wealth strategies with your entire financial life in mind.

From the moment you first walk through our door, we’re dedicated to gaining a complete understanding of your current circumstance and your wealth aspirations, so we can design the right plan for your family or business.

We’re not just members of your financial advisory team – we’re the coach.

Sound investing is only a piece of the puzzle. Our role is to ensure that our wealth management experts, your accountant, your lawyer, and any other experts we need for the job, are working together to design the best solution for you.

We don’t let risks, or opportunities, slip through the cracks.

Above all else, we are thorough. Every gap in your current wealth plan, any unrealized potential to get you closer to your goals, is uncovered and acted on with rigour and process.

Your financial coaches

Chris Delorme

Senior Portfolio Manager & Wealth Advisor

Robert (Bobby) Kurz

Associate Wealth & Investment Advisor