About Us



Let us guide you step-by-step


It's truly a team approach! Bonnie's social work and Elias' economics background combine with rigour and enthusiasm. The entire team has extensive financial experience, PLUS we're approachable and committed to your goals. We take the time to understand your unique situation. Then we work along side you every step of the way to create a solid, customized plan that enables you to build and enjoy your wealth.


Let us be your trusted sounding board


In order to create a strong, defensive investment strategy, you need to eliminate any second guessing. We thrive on being your sounding board, sharing knowledge and market insights so that you feel confident in your financial decisions. Our practical, dedicated and methodical approach leaves no stone unturned.


Let us empower you to enjoy your wealth


As your trusted partner, we uncover the research and cut through the complexities of investment and asset management, empowering you to make the right decisions. Our clear-sighted analysis, thoughtful planning and customized advice enable you to build a secure foundation that brings peace of mind and assists you to enjoy all the benefits of wealth.



"I know I can always count on Bonnie's team for a timely and patient response to any questions. I look forward to the regular update phone calls and personal meetings to review the financial plan, and tweak if necessary. I appreciate the regularly circulated market updates and forum invites, a great way for clients to stay informed by leading experts." LM - December/2018

"Elias is very proactive and intelligent... a great combo in an investment advisor. He calls when he feels the market warrants a change in my portfolio, not just on a "rote" schedule. I never get the feeling that Elias is trying to sell me something that will make him money, rather I feel he is recommending changes to benefit my portfolio. Quite simply, I trust him. I wish I worked with Elias 10 years earlier." CD - July/2021

We'd love to learn more about you! Contact us today 


The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments