Your Goals, Our Focus.

For over 30 years, we have been helping families and professionals navigate the complexities of wealth management with clarity, confidence, and care. At the heart of our practice are three enduring values: trust, integrity, and long-term relationships.

Our process begins with you. We take the time to understand your needs, your values, and what matters most. Only then do we craft a personalized financial plan that’s strategic and built to support your long-term goals.

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Our team brings expertise, seamless collaboration, and a shared commitment to delivering exceptional results.

Meet the Team

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We provide tailored financial solutions for investors with unique needs


Working With Us

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We simplify your financial life so you can focus on what matters most


Our Services


What Our Clients Say About Us

"I've had the pleasure working with this group over the years. Excellent people. Couldn't ask for a better group to look after our investments and retirement needs. Also, I've been so impressed with the group that I've introduced their services to my kids, who currently have their own investment/growth accounts, and are loving it. Already planning for their future."



- Barry W., Retired, Project Controller

“Professional, highly intelligent people who are very good at what they do because they’ve mastered their craft over time.”



- Matthew Y., Managing Partner, Sport Industry

“I first met Richard over 25 years ago when I was just beginning to think about savings, and I’ve never looked back. Richard and his team are approachable, thoughtful, and deeply invested in their clients’ lives and goals. Every major financial decision we’ve made has been guided by their counsel, and their planning—both short- and long-term—has given us confidence and peace of mind. They feel like part of our family, and we truly value the care and commitment they bring to our financial future.”


- Lizette B., Founder, Communication Strategist

If you seek a Wealth Manager that provides you with financial confidence, comprehensive management and regular oversight of your investments, we welcome your call.


Contact us here.

Named Best Private Bank in Canada for 15 years in a row