1 First Canadian Place
38th Floor, P.O. Box 150
We take away the worry of managing your wealth
both now, and in the future.
Working With Us
We offer a premium level of service based on straight- forward, honest and unbiased investment advice. Our focus is to build relationships with our clients for the long term based on a solid foundation of trust.
Managing your wealth
We believe in taking a long-term, conservative approach when it comes to helping our clients manage their wealth. We know that today’s markets are challenging, and believe that an advisor with experience and knowledge of the markets can help alleviate the stress of managing one’s wealth.
Working with a team you can count on
Combined, our team has over 82 years of experience working in the investment industry. We believe that our experience allows us to offer the insight necessary to manage the portfolios of our clients proactively, and ensure they remain aligned with their financial goals.
Our service offering includes Investment and Retirement Planning, Portfolio Analysis, Estate Planning, Insurance, and Investment Products. We also offer competitive, flat-rate investment management fees.