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Securing your financial future with proven experience, exceptional service, and genuine care
For over 25 years, we have helped our clients grow and preserve their hard-earned wealth. As one of the leading investment advisory teams in the Barrie/Simcoe area, and one of the few advisor groups qualified to offer discretionary Private Investment Management (PIM), we follow a comprehensive approach that has guided our clients through evolving financial landscapes and turbulent economic cycles. With unparalleled client service, unrivalled integrity, and unmatched transparency, we will always strive to do the right thing for you – our client.
We believe true expertise comes from experience. With over 150 years of combined financial experience, we draw on our collective wealth of knowledge, backed by RBC’s award-winning research, to help you, your family, or your organization navigate the often-complicated world of wealth.
We want to see you succeed like a member of our own family. Whether you’re selling your business, planning for retirement, or preparing the next generation, our team is here to provide expert advice and support throughout your journey.
As part of the small group of advisor teams qualified to offer an exclusive PIM service – governed by strict standards for education, experience, and assets under administration – we follow a specialized approach that gives you greater freedom to enjoy what’s important to you.