Let Our Family Help Yours

Build and protect your wealth with personalized advice backed by the strength and experience of Canada's leading wealth management firm.

January 6, 2021

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Personalized Approach


Discover how our team can help you manage your investments, plan your retirement, protect your wealth and maximize your legacy.

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Wealth Management


From building your wealth to leaving a legacy, we offer a complete range of wealth management services to help you accomplish your goals.

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Meet The Team


We thrive on teamwork and help guide our clients on a path that makes them feel comfortable and at ease.

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Contact Us & Directions


We'll make sure that all your questions and concerns are addressed in a timely manner.

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Over the years that we've done business together, I have received nothing short of exceptional service and advice. The team has all the requisite attributes for both traders and investors. They take no shortcuts and are very successful as investment professionals... may you continue doing what you do best.

— RH

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Recent Posts

empty shelves

Equity markets are facing a perfect storm of challenges

May 19, 2022 | Kelly Bogdanova

This unique period’s headwinds are flummoxing investors. Ironically, when sentiment decidedly sours, that’s usually not the time to give up on the market.

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Canadian inflation elevated but may be close to peak

May 18, 2022 | Claire Fan

We expect higher interest rates, both in Canada and abroad, will ultimately begin to cool demand and price pressures as the year progresses.

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