Our Process

Total Wealth Management is a comprehensive approach to helping you achieve your goals. The focus of our first meeting will be YOU - What is important to you? What are your goals? When would you like to achieve them by? What is your time horizon? Getting to know you and your goals will help us construct an effective financial plan.

The financial plan will determine the asset allocation of your investment portfolio, which is a calculated weighting of equities and fixed income (bond, GICs and cash) based on our discussions of your time horizon, investment needs and risk tolerance to help you achieve your financial goals. This raw number will likely dictate your lifetime investment return.

A financial plan gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We will guide you – and your family – through each life stage by helping you understand the various financial issues, concerns and opportunities as they arise.

Our Resources

You will have access to the full spectrum of investments, including stocks, bonds, world class money managers and insurance solutions as well as the broadest and deepest research in Canada for domestic and global markets; and a full suite of both proprietary and third party investment products.

We have assembled a first-class team of credentialed professionals comprised of Investment Specialists, Accountants, Lawyers, Will & Estate Specialists and Financial Planners who are available to provide the highest level of service and advice to assist your family in managing the complexities of your wealth.

Our Philosophy

Meet the Team