It all starts with you

We thank you for your interest in our team and appreciate this opportunity to introduce ourselves. We are problem solvers, leaning into difficult situations for our clients and helping them fulfill their dreams. The more complex your situation is, or the bigger your ambition, the more we can help. At the end of the day, wealth management might be our industry, but solving your problems and helping you reach your goals is our trade. There’s no moment too small for you to pick up the phone and give our team a call at 519-271-2257.

Everyone's story is unique, and your story is the most important piece in the puzzle when it comes to our wealth management process. Starting with the core of what is important to you, we focus on your priorities and values to establish achievable goals. Once your goals are established, we focus on structured planning to grow deep roots and create a solid foundation. With roots in place, our family-office style wealth management can help weather any storm to achieve your financial goals.

You’ve worked hard, now it’s time to make the most of what you’ve built.

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What is your "Why"? Everyone defines wealth differently and we help build a plan based on your goals and aspirations.

Failing to plan is planning to fail. We focus on structured planning to create a solid foundation for your "Why".

With strong roots in place, we build family-office style wealth management plans to build your financial home to withstand any storm and achieve your "Why".

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Individuals & Families

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Business Owners

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Medical Professionals

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Responsible investing

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Matthew Smith

Investment Advisor

Phone Number519-271-2257
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Insights

Draghi: Europe, time to press ahead

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

Three reasons why 2024’s 2% inflation isn’t 2019’s 2%

Canada is back at 2% inflation, but it’s too soon to pop the champagne. What’s driving prices now looks very different from before the pandemic.

The Wealthy Barber on how a cottage can complicate estate planning

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

The Fed’s big bang rate cut

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

Economic impacts of non-economic policies

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.