What we do

Simplify your financial affairs

Our team is here to help take care of your investments so that they yield the best possible returns. We are committed to building a personal relationship with you and your family to understand what your goals and needs are. Our team is available for you daily to answer any questions you may have.

With over 35 years of investment and farming experience, Richard knows how to develop the appropriate strategies for you and your family to grow your wealth.

Support you with life’s most significant decisions

Whatever stage of life you find yourself in, we can bring experience and insights to help you make the most of your wealth. Our expertise includes retirement and financial planning. Inheritance management, philanthropy, legacy planning, and business succession. Get started with a free retirement fund estimation.

 

Our portfolios are backed by performance

It is no mistake that our exclusive Delaware Portfolio has outperformed the benchmark since their inceptions in 2012. Our dilligent security analysis and sound investment principles has allowed us to yield superior returns for our clients.

Even through the highs and lows of Covid-19 pandemic, the Delaware Income Portfolio still managed to yield positive returns while the benchmark Canadian Balanced Index yielded negative returns. See our porfolio performance here. Get the most out of your investments and give us a call at (519) 640-7740.

 

 

 

See Performance Results

Next: Meet our team