For close to three decades we have been providing investors with tailored and strategic wealth management advice that covers: Retirement & Estate Planning, Discretionary Portfolio Management and Insurance Planning.


Everything we do begins with exceptional client service. We take the time to understand our clients needs and aspirations and strive to create a roadmap for them to achieve their goals. Regular reviews and portfolio rebalancing are key to our clients long-term success.

Using BMO Financial Group’s deep resources we are able to also assist our clients with Private Banking, customized lending solutions and commercial solutions for business owners.

We work closely with our clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk within each client’s tolerance. Whether a client is conservative and income oriented, or looking for growth, we design an investment strategy that best fits their needs.


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