25+ Years of Success

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 multiple business cycles and 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, at all times. We don't just offer a promise on our mission to provide 'quality in solutions - planning - and relationships', there is a real track record behind it:
 

• Named 'Best in Province' by the Globe & Mail / Shook rankings of Canada's Top Wealth Advisors - 2022.

• Recognized by BMO Private Wealth as one of the top wealth management teams in Canada for client satisfaction & loyalty - 2022.