Welcome

Helping you plan your financial future, and doing better for you along the way.

We fundamentally believe:
 

• We make better financial decisions when we understand and can clearly see how our financial goals will be achieved.

• Every investment, be it your home or a stock, bond or GIC, should be selected with purpose and an intention of what it is expected to do for you.

• Success in investing is based on long-term planning and delivered based on proven, disciplined investment strategies.

We believe these are the best determinants of financial and investment success. And this is what we do for our clients.

It is critically important to us that our clients understand the difference between simple, straight-forward saving versus long-term, goal-driven investing; and that together we do not take on more risk than necessary for our clients to help them reach their financial goals.

Like you, we are investors.
We stay in touch and think about financial, global and political events. As Portfolio Managers (to most clients) and Investment Advisors (to other clients) we have unique insights and perspectives gained from decades of professional experience and education, as well as access to vast amounts of research and best-in-class analysts and subject matter experts -- that we leverage to do better in helping our clients.
 

You can expect us to act with honesty, integrity, sincerity and the highest level of diligence on your behalf at all times.