Our Approach

Conservative Wealth Management Strategies for individuals and businesses that includes:

  • Investment Planning (Managed Assets,Stocks, Bonds,Mutual Funds,GICs)
  • Retirement Planning (RRSP,RRIF,LIRA,LIF,IPP,RESP)
  • Estate*, Insurance and Transition Planning


Our goal is to assist you in turning your Investment, Retirement, Education, Estate* and Transition Planning goals into reality by providing you and your family with the very highest level of Wealth Management Advice.

We firmly believe that our clients' interests are best served by taking a fully-diversified portfolio approach to investing to protect against market volatility and enhance returns.

We work closely with our clients' to understand their needs, objectives and risk tolerances to formulate customized financial strategies designed to improve portfolio returns. In developing their financial plan, we examine their current financial strategies, focus on their objectives and quantify their goals while keeping risk at acceptable levels. Whether a client is conservative and income oriented, or looking for growth, we design a strategy that best fits their needs.

We do this both by following a stringent asset allocation and investment process for each client, and by working very hard to establish a sound relationship. We develop customized financial strategies by using recommendations from BMO Nesbitt Burns’ Research Department and BMO Nesbitt Burns' sophisticated planning software designed to help our clients achieve their specific goals while keeping them within their risk profile.

We are committed to helping our clients achieve their goals, minimizing their risk and meeting with them on a regular basis to review their strategies and evaluate their progress.