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Lawrence Ross
Jonathan Gottesman
Frances Dimou
Georgia Kapogianis

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

What We Do

Our belief

Most people tend to overestimate their ability to handle risk and often are unnecessarily exposed. One should never invest in anything they are unsure of or uncomfortable with. We also believe that people wait too long to begin retirement and usually short-change themselves. Many financial risks can be minimized or eliminated by taking time to craft and update an all-season plan.

Our commitment

Our team becomes your financial partner. We help you explore all of your opportunities, challenge your assumptions about what you can do and when you can do it. Ultimately, we want you spending your time doing more of what you want to do and sooner than you thought.

Our clients

We provide advice to a wide range of clients - including professionals, retirees and business owners. Our clients all share a desire for long-term, comprehensive strategies rather than short-term, isolated "quick-fixes.”