Our Services

Investment Management

• With over 70 years of combined experience, our team designs and manages custom investment portfolios specific to clients unique situations, objectives and risk tolerance
• Access to some of the world’s top institutional portfolio managers
• Individual, joint, RRSP's, RRIF's, LIF's, TFSA's, Locked-In, corporate and holding company investment account options available
• Stocks, bonds, GIC's, mutual funds and ETF's
• Portfolio minimum starting at $250,000

Wealth and Retirement Planning

• We take a holistic approach in working with our clients to create a custom and easy to understand road map to reach their goals
• We work with a team of dedicated financial planners, tax, estate and will specialists to help plan even the most complex situations

Estate and Insurance Advisory

• Whether the goal is estate preservation, tax minimization or business succession planning, our dedicated Insurance Advisor can provide unique insurance solutions for our clients evolving wealth needs