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.
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Each portfolio is individually tailored.
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Portfolios are professionally monitored, updated, and rebalanced regularly.
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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:
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Named 'Best in Province' by the Globe & Mail / Shook rankings of Canada's Top Wealth Advisors - 2022.
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Recognized by BMO Private Wealth as one of the top wealth management teams in Canada for client satisfaction & loyalty - 2022.