Portfolio Management

Our tried and tested portfolio approach has enabled our clients to weather four decades of "booms and busts" from the Stock Market Crash of 1987 to the Dotcom Bubble, to the Financial Crisis of 2008, to more recently COVID-19 with confidence while achieving growth.

 

Comprehensive Performance Reviews

Consistent reviews throughout the year providing the transparency required to provide peace of mind and the compatibility of our direction.

 

Estate Planning 

We ensure the safeguarding of your legacy, providing a smooth transition of wealth to future generations. 

 

Financial Planning

We provide the roadmap necessary to achieve your financial goals. Aligning your goals, resources, and desired lifestyle empowering you to enjoy the life you deserve.

 

Registered Accounts

We leverage the benefits of registered savings plans guiding you to maximize your savings and investments or fund the education of loved ones.

 

Alternative Investments

We provide our clients access to investments beyond just traditional equities and bonds. Alternatives can provide enhanced returns, while offering more portfolio stability through increased diversification.

 

Tax Minimization

Strategic approaches to reduce one of your largest expenses - taxation. Retain more of your hard-earned wealth.

 

Full Fee Disclosure

We don't leave you in the dark. All fees are disclosed and explained - zero mystery.

 

Business Transition Planning

Whether planning for a sale, transfer, or retirement, our team can help optimize your outcome so that it is reflective of the years of hard work.

 

Tax Reporting

We facilitate a simple and cost-effective tax experience come tax season.

 

Charitable Giving

We aid you in making meaningful impact to the causes that mean most to you. Providing efficient strategies to optimize your philanthropic desires.