Our Aim

Our aim is to help our clients reach their investment goals by delivering outstanding private portfolio management services that are based on clearly defined investment philosophies, disciplined execution and collaborative personal relationships. We believe our success can be attributed to a strong team dynamic; we believe that the more we work together and the more dialogue we have with each other, the greater the chance of finding a solution to better serve our clients.

Private Investment Management

Designed for clients who prefer to delegate the responsibility of day-to-day management of their investments to highly qualified money managers.

Retirement Planning

Registered retirement products, including RRSPs, RRIFs, Tax-Free Savings Accounts, IPPs, and annuities.

Insurance Planning

Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions that help define your complete financial strategy.

Education Planning

Provide guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.

Estate Planning

We can detail everything that you need to know about developing an overall plan to guide all your Will and Estate planning decisions.

Corporate Solutions

We have a unique understanding of corporate cash needs, ranging from small and mid-cap companies to established corporations.