This community has supported our team for over two decades, so we feel it’s our privilege and responsibility to continue to help it thrive by giving back our time, talent, and money to the causes we believe in.

Investing in the future of our community

Our team takes a lot of pride in helping our clients navigate their wealth journeys, by defining and helping protect their financial legacies.  But we also believe our mission—to improve lives by giving more meaning to our clients’ money—extends beyond wealth management.  It shapes our commitment to improve the lives and well-being of our neighbours and communities. 

See below for some examples of community engagements and events we are proud to support:

 

Annual International Women’s Day Event

March 5, 2025

Every year, our team hosts an International Women’s Day event highlighting the incredible and inspiring stories of female leaders and entrepreneurs in our community.  With over 110 attendees each year, we are proud to showcase the successes and hardships of women in Guelph and beyond.

Wheels of Hope Golf Classic

August 24, 2024

We are long-time and enthusiastic supporters of the Wheels of Hope Golf Classic, in support of Canadian Cancer Society.  Funds raised help ensure that cancer patients can safely get transportation to the vital treatments they need to beat their illnesses.

Black Tie Bingo in support of FGGH

March 2, 2024

The Foundation of Guelph General Hospital is a cause that’s close to our hearts.  We are proud to support and sponsor the annual Black Tie Bingo event, raising funds to ensure the essential patient care tools that nurses and other frontline caregivers rely on to provide high-quality, safe and compassionate care.

 

Helping create a brighter, healthier, and happier future

As business leaders in Guelph, we feel a deep responsibility to give our time, talent and resources to the regions we serve.  Below are just some of the causes, organizations, and community partners we are proud to support:

The Foundation of Guelph General Hospital

Supporting the foundation to help meet the patient care needs at Guelph General Hospital

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The Grove Hubs

Supporting safe spaces where youth are empowered to take the lead in their own mental health and wellness journey

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Children’s Foundation of Guelph and Wellington

Helping to ensure every child and youth has the opportunity to participate, learn, and grow to reach their full potential

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The United Way

Supporting programs and initiatives to tackle emerging and existing social issues impacting our community

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University of Guelph

Supporting the university's Athletics Facilities Capital Fund to develop facilities and student learning

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Shelldale Family Gateway

Supporting diverse programs that support children, youth, and their families - and help enrich the quality of their lives

Learn more

Want to learn more about our community investment?

 
 

Get in touch and we’d love to tell you more about how we help. Contact us today