Our Services

Financial Planning

Financial planning makes up a substantial part of our practice. We believe that every client deserves a comprehensive financial plan which addresses their monetary worries and provides them with a roadmap towards a happy retirement or easy business succession. Our team has experience with both personal and commercial financial planning. We understand the complexities involved when planning for business owners and the ways in which to navigate these challenges.

 

 

 

 

 

 

 

Investment Management

In addition to financial planning, our team is proud to offer a wide range of investment management services. As well, Derek Graham is a portfolio manager, which enables him to make trades for clients on a discretionary basis.

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