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Richard Veale
Joanna Hewgill
Jimin Hong
Jessica Slater
Cosette Alward

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
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1. Client Risk Evaluation

Retirement & Capital Return Analysis

When assessing the appropriate level of investment risk, a formal retirement and capital analysis is critical in understanding your needs versus goals. Using sophisticated planning tools we create a clear picture of your finances including retirement and financial planning.


Legacy Analysis

Many assets are a legacy to clients’ future family members.This may lead to complex estate and tax planning requirements.We draw upon our in-house tax, legal and estate experts to provide you with an optimal solution for your family legacy.


Goals

Every investor is unique. Our job is to understand your goals and needs so we can customize a portfolio based on your specific objectives.


We’re here to help you achieve your financial goals regardless of your stage in life. Benefit from the knowledge and expertise our Advisors have to offer with focused solutions unique to you.