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Our Philosophy:

"We believe your wealth is a precious advantage. Professionally, and with care, we help clients grow, protect, and distribute it."

Our Team:

  • Bob Strachan,
  • Wealth Advisor and Financial Planner
  • Anka Nicol,
  • Investment Representative
  • Adam Abrams,
  • Marketing Associate
  • Phil Comtois,
  • Estate and Insure Advisor
  • Jon Love,
  • Estate and Insurance Advisor

    Our Business:

    We are Ottawa based, providing advisory services to high net worth families and charitable foundations throughout Eastern Ontario.

    We specialize in the disciplines of:
  • Investment Management
  • Retirement Planning
  • Insurance Planning
  • Estate Administration
  • Philanthropic Development.

    Our Products and Services: Our Clients:

    We help business owners, corporate executives, retirees, and other high net worth individuals realize their lifelong goals. All of our clients are accumulating sizeable portfolios and seek professional advice on managing their assets and planning for their future.

    Learn more about how you can realize your financial goals through wealth management!