Preservation & Growth
Our team's goal is to preserve and grow client capital through an adherence to disciplined portfolio management, with a process that has proven successful through a myriad of market conditions dating back more than 25 years.
Our portfolios are geared toward conservative investors seeking a mix of income, growth, and tax efficiency.
- Each portfolio is individually tailored.
- Portfolios are professionally monitored, updated, and rebalanced regularly.
- Our fee model is competitive and fully transparent.
The People Behind the Team
We hold ourselves accountable to the highest standard of care, with a promise to always act fairly, honestly, and in the best interests of our clients. To that end, our Team has been recognized by clients and BMO for our adherence to those values by way of client satisfaction and loyalty awards:
- Recognized by BMO Private Wealth as one of the top Wealth Management teams in Canada for client satisfaction & loyalty - 2022 and 2023.