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Marcus Etchegary
Rhonda Blanch
Emma He
Jim Gandhi

1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3

Our Mission

In a world of complex economic products, issues and solutions, one thing should be clear – How to achieve your financial goals. We recognize that most people simply don’t have the time or inclination to coordinate a cohesive strategy in financial planning, tax planning, estate planning, insurance, investments and banking. Our objective is to drive this process so that our clients can conduct their daily lives without the feeling of overwhelm that all too often accompanies personal finance.

Our Philosophy

Regardless of portfolio size, we believe in taking a systematic approach to our client’s financial needs to ensure no stone goes unturned and every opportunity is captured in creating the perfect wealth management strategy. To us, wealth management embodies two central topics – portfolio management and wealth planning, both needing to be addressed with equal attention and focus. After all, you might have all the tools necessary to construct your dream home but without a blueprint, there is an obvious disconnect.

Our Invitation

Whether you’ve been contemplating a change for quite some time now or a recent life event has caused you to give your wealth management strategy further attention, I firmly believe that our best in class team and approach is worthy of your attention. We invite you to take the next step and engage in a conversation in which we’ll discuss your strength’s, needs and how our approach can work for you.