We Strive to Preserve and Enhance Our Client's Wealth with Sensitivity and Care
We believe that every client has vastly different needs and consequently no single investment strategy or financial plan will work for everyone. Fortunately, our team consists of financial experts with wildly diverse areas of specialization. This allows us to provide a multitude of services for a wide range of clients. Whether you’re looking to simply invest your money and grow your wealth or develop a complex financial plan for the future, our team is ready to help you no matter what your needs may be.
We pride ourselves on our comprehensive approach to wealth management. We provide both fundamental investment strategies and intricate financial plans to suit your changing needs. In an effort to provide an even greater degree of personalization, our team is especially proud to offer our services in English, Polish and Portuguese.
If you wish to setup a meeting please contact us at (905) 897-5588 for Derek or at (905) 897-5597 for Kathy.