Wealth Management Backed by Five Generations of Experience, and Built for This One.

We take a modern family office approach; coordinated, proactive, and personal. We collaborate with your accountant, your lawyer, and your family to make sure every piece of your financial picture is working in sync.

$350M+
Assets under management
200
Familes helped
110+ years
Family roots in the industry

What We Do, and Why It Works

For over 110 years, our family has helped Canadians make smart decisions with their wealth.

Today, we provide full-service wealth management for clients who want to get it right, but don't want to do it alone. That includes discretionary portfolio management and integrated financial planning, built around your life, not just your net worth.

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Plan Smarter

Financial planning connects the moving parts of your life into one coordinated roadmap. We model future scenarios, stress-test assumptions, and track progress as your priorities evolve.

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Wealth & Investments

Your portfolio should serve your life, not the market cycle. We build diversified, tax-aware portfolios where every investment decision fits within your broader wealth plan.

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Protect What Matters

Protection is planning, not paperwork. We design insurance strategies that safeguard family, business, and estate value while managing tax exposure.

$350M+
Assets under management
110+
Years in the
Investment Industry
80+
Years of Experience

Advice from experienced professionals

Combine the best of financial planning, investment management, and tax strategy with guidance from seasoned advisors.

We are a fiduciary

As portfolio managers we are registered as a fiduciary. Meaning we have an obligation to act in our client’s best interest. We are also required to disclose and seek to eliminate or mitigate any conflicts with any of our services.

Headshot of Debbie Bongard

Debbie Bongard

Senior Portfolio Manager & Senior Wealth Advisor

CIM, FCSI

40+ years experience

Headshot of Christopher Bowlby

Christopher Bowlby

Portfolio Manager

CFA, CFP

15+ years experience

Headshot of Mark Parent

Mark Parent

Portfolio Manager

CIM, FCSI

20+ years experience

Headshot of Rosemary Hart

Rosemary Hart

Senior Administrative Assistant

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30+ years experience

How we measure success

Success, to us, means progress you can quantify and confidence you can feel.

Tangible Outcomes: We focus on concrete results that can be measured: optimized tax strategies that preserve wealth, coordinated estate plans that work as intended, and disciplined portfolio growth designed to fund your long-term goals.

The Intangible Return: Success is also about how you feel. It’s the confidence that comes from having a clear plan, the relief of bringing order to complexity, and the security of knowing you have a trusted partner for the long term.

Families

Families

We help families align wealth with their values through clear, multi-generational strategies for investing, protection, and legacy.

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Business Owners

Business Owners

We guide business owners through growth and transition with integrated tax, cash-flow, and exit planning that keeps company and personal wealth working in sync.

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Executives

Executives

We simplify the financial lives of executives with coordinated strategies for equity compensation, tax planning, and long-term wealth generation.

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Physicians

Physicians

We support physicians through every stage of practice with guidance on incorporation, insurance, and investment planning.

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Life Transitions

Life Transitions

We bring clarity and structure to major life changes, retirement, divorce, or inheritance, so you can move forward with confidence.

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Insights from Our Team

Expert guidance on markets, planning, and the evolving realities of modern wealth management.

Market Insights


Monthly outlooks and commentary

Concise, data-driven perspectives on the economy, markets, and policy trends shaping investor decisions.

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Articles and Briefs


Planning perspectives for today’s decisions

Practical reads on strategy, tax, and wealth psychology from our advisory team.

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Our White Papers


Deep dives for business owners and executives

Download our series of in-depth guides covering growth, transition, and post-liquidity planning.

View all guides →

Keep every part of your wealth strategy connected

We coordinate your planning, investment, and tax decisions with the specialists who know you best, so every part of your financial life moves in the same direction.

Net Worth Oversight

We help you understand how each account, holding, and structure fits into your overall financial picture, and where to focus next.

Cash Flow Planning

We model income, spending, and liquidity needs across business, personal, and family goals to keep your plan grounded and flexible.

Tax Strategy Collaboration

We work alongside your accountant to integrate tax planning with investment, retirement, and estate decisions, ensuring every advisor is aligned.

Equity & Compensation Planning

We help you assess timing, diversification, and after-tax outcomes for stock options, RSUs, and deferred compensation.

Business Owner Advisory

We guide owners through growth and transition; from shareholder alignment and cash-flow optimization to pre-sale and succession readiness.

Thinking Partner

We act as your thinking partner through major financial decisions, translating complexity into clarity and keeping your strategy coordinated.

Your Personal Family Office

We bring together the investment, planning, and administrative expertise of a full family office; integrated through one advisory team and coordinated with your accountant, lawyer, and other advisors.

INVEST
  • Public Equity and Fixed Income Portfolios
  • Access to Alternative Investments
  • Disciplined Portfolio Construction
  • Lending Solutions via BMO Private Banking
  • Institution Research and Due Diligence
PLAN
  • Dedicated Advisory Team For Your Family
  • Cash Flow and Retirement Modelling
  • Estate and Succession Planning Support
  • Insurance and Risk Management Integration
  • Specialized Transition Planning Expertise
COORDINATE
  • Collaboration with Your Advisors
  • Tax Strategy Aligned Planning
  • Philanthropic and Foundation Guidance
  • Proactive Account Administration
  • Continuity Planning for Next-Generation

Frequently Asked Questions

Who do you typically work with?

We work with Canadian business owners, executives, and families navigating complexity; whether that’s concentrated equity, a pending liquidity event, or the transition from active income to enduring wealth.

What makes your approach different?

We act as your coordinating advisor, bringing investment, planning, and tax perspectives together under one plan, and aligning with your accountant, lawyer, and other specialists to ensure decisions are fully integrated.

Do I need to move all my assets to work with you?

Not necessarily. We can begin by advising on structure, strategy, or planning even before a full portfolio transition. Many clients start with a specific need and deepen the relationship over time.

How do you work with my existing professionals?

We see ourselves as part of your advisory bench. Our role is to coordinate and simplify, working directly with your CPA, lawyer, and banking team so that every recommendation fits your overall strategy.

What does the first meeting look like?

It’s a conversation, not a commitment. We’ll discuss your priorities, current structures, and any upcoming decisions. From there, we outline where planning coordination could add value.

How are you compensated?

Our compensation is transparent and fee-based. We believe clients should always understand how advice is delivered and that incentives should align with long-term outcomes, not short-term transactions.

What’s the minimum portfolio size?

Most families we work with have investable assets starting around $1 million, though planning discussions often begin earlier. What matters most is fit, not thresholds.

Ready to Talk Strategy?

We'll help you bring the moving parts together.

Book a Strategy Session