"Your investments should always be a source of comfort, not stress"

We are totally focused on providing our clients with the highest quality investment and wealth management services they deserve. Every client is unique and has a set of circumstances that require specialized advice. Our combined team experience enables us to help manage your financial and related concerns in a number of areas – investments, insurance, retirement and estate planning, business ownership, charitable giving, and tax minimization, to name a few.

Our Service Philosophy

Our philosophy is entrenched in service excellence. Our team believes strongly in regular client contact; by phone, by email, and face to face meetings. We work with you to develop an investment policy statement that serves as a guideline to keep you within your risk tolerance and help you meet your financial objectives. We regularly review your objectives and asset mix, and recommend rebalancing when necessary. We consider it a pleasure and our duty to serve you.

Our Products and Investment Strategies

We believe in using a selection of high quality products and strategies to help our clients meet their investment goals. These include using the tax-efficient and low-cost fee-for-service model, a limited number of mutual funds that have demonstrated leadership and high performance over a number of years, Exchange Traded Funds (ETFs) for low cost market and sector investment, and a number of specialized products that have selective application, such as Individual Pension Plans (IPPs) for small business owners