The primary focus of our practice is on providing a comprehensive wealth management service that incorporates financial planning, portfolio management, estate planning and insurance. We service our clients through a team-based approach, leveraging the particular skills of each team member.

Our Approach

Our clients entrust us with their hard earned money and we are dedicated to both earning a solid return and protecting their savings. We understand that each client is unique and our approach is tailored to the needs of each individual and family.

Our Goal

  • Provide structure and peace of mind with respect to your financial affairs
  • Free up your time
  • Be the voice of calm in volatile markets

Our Three Core Values

No one reiterates them better than Warren Buffet: Trust, Discipline, and Patience

  • Trust - "It takes 20 years to build a reputation and five minutes to ruin it"
  • Discipline - "To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework."
  • Patience - "The stock market is a device for transferring money from the impatient to the patient"

Our Clients

  • Business Owners looking to effectively transition from their business while reducing taxes and maximizing retirement assets
  • Professionals including healthcare professionals, lawyers, accountants and engineers
  • Executives looking to protect, enhance and grow their wealth
  • Retirees looking to maximize after-tax income

Omar Shash, MBA

Investment Advisor

514-878-7952 | Email me

Contact us
If you are seeking comprehensive wealth management, we would be pleased to discuss how we can help you achieve your goals.

To meet with us, please call 514-878-7952

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