With over 45 years of combined Investment experience, we deliver a team based approach to provide our clients with customized solutions to help build, protect and transition their wealth.
As our client, you benefit from our collective expertise and individual strengths. We are a cohesive team of an Investment Advisor, Associate Investment Advisor and a Service Professional focused on providing you with exceptional service and the seamless execution of your customized investment plan.
We Take Pride in Service Excellence
We are committed to building a solid, lasting relationship with our clients. This means providing access to a wealth of educational materials, promptly returning phone calls and quickly following up on administrative issues. It also involves monitoring portfolios on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.
Our partnership with BMO Nesbitt Burns offers you the best resources and solutions available to Canadian investors today.
Services We Provide
Professional Portfolio Management
Comprehensive and Disciplined Stock and Mutual Fund Selection Process
Ongoing Portfolio Management and Performance Reporting
Retirement and Financial Planning
Estate Planning and Insurance Services
Online Access to your Portfolio and BMO Nesbitt Burns Research
Through Our Partners at the Bank of Montreal We Can Help With