There are no events to show

There are no events to show

Achieve financial freedom with professional wealth management


Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.

We can help you and your family:

  • Develop a comprehensive plan for your short- and long-term financial goals
  • Maximize your after-tax investment returns given your needs for income, growth and security
  • Protect your family’s financial security with insurance solutions
  • Implement retirement income strategies
  • Design a succession plan for a smooth transition that funds your future plans
  • Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
  • Build a legacy and enrich the lives of others with charitable giving

Contact us today to set up a chat and see how we can help.

Second Opinion Service

A Second Opinion from an independent, objective, unbiased financial advisor can provide important insight and perspective, and in certain instance, provide a clearer picture of your financial situation and outlook. We would be happy to provide a complimentary confidential assessment of your current investment portfolio.

Contact us today!

Individuals & Families

Learn more

Business Owners & Executives

Learn more

Medical Professionals

Learn more

Institutional Investors

Learn more

Recent WealthTea Time Posts

Proof Point: Is Canada becoming a nation of renters?

Dec 07, 2022 | Robert Hogue and Rachel Battaglia

Burgeoning rentership will put tremendous pressure on our rental stock—already stretched and inadequate in many parts of the country.

Read more

Canada's Top 5 Most (and Least) Competitive Residencies in 2022

Dec 05, 2022 | Maxine Betteridge-Moes

A look at the 2022 Canadian medical graduates' first choice discipline compared to availability according to the 2022 CaRMS Forum findings.

Read more
hedgehog walking under log

Investing for 2023: We are the hedgehog

Dec 02, 2022 | Jim Allworth

One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?

Read more