Our Services

Why Invest With Us?


Piece of mind while fostering financial independence. Keeping clients informed is our top priority. We regularly review goals, strategy, and portfolio performance with our clients.


We provide services you can depend on. This means providing access to a wide variety of educational materials, leading thorough discussions, ane pd quickly following up on portfolio updates. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise through changing market conditions.


Wealth Management

We provide an unbiased, holistic approach that encompasses all aspects of wealth management:​

  • Wealth Advisory

  • Investment Planning

  • Retirment Planning

  • ​Tax Planning

  • Business Planning

  • Estate and Insurance Services

  • ​Philanthropic Giving



The BMO Nesbitt Burns Architect Program® (Architect)

Architect is a unified investment account where sophisticated investors can combine the benefits of separately managed accounts into one. Opening an account introduces you to a new level of diversification - one that reduces risk by offering a range of financial vehicles such as individual stocks, bonds, mutual funds, and Exchange Traded Funds (ETFs).


For more information, please contact your Investment Advisor or read the following articles:



Our Clients

We offer a personalized approach to wealth planning for successful, wealthy Canadians.

Our clients include: Invidivuals, Corporations, Government Institutions, Family Partnerships, Family Trusts



Your needs are multi-dimensional. So are our capabilities.