Donna Davies, Brad Aulthouse, Andrew Bandler, Beth Primeau
With more than 30 years in the investment industry, Brad Aulthouse has broad experience and a solid reputation in assisting individual, corporate and institutional clients. Andrew Bandler has been working with Brad for over 10 years, assisting new and existing clients.
They believe that every client deserves a dedicated and consistent level of service, tailored to their individual needs. As your Investment Advisors, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is their commitment.
Brad and Andrew are experienced in developing wealth management solutions that take into account each client's goals, risk tolerance and investment time horizon. Each client's portfolio is continually monitored to ensure their specific needs are met in both RSP and taxable accounts. Additionally as Portfolio Managers, they offer clients the option of discretionary portfolio management.
Brad, Andrew and their team can assist with your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.