Why Choose Us?
Our team possesses the depth of knowledge, experience and resources to customize portfolios to the unique needs of individuals and families and implement strategies that help minimize taxes and simplify the estate transition process. As a Chartered Professional Accountant and Certified Financial Planner, Josh Melchers has the unique knowledge and experience needed when working with clients to create a personalized, tax efficient strategy. Our investment philosophy is tailored to preserving wealth, generating consistent income, minimizes taxes, and achieving steady capital appreciation over time.
