Our competitive edge
We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible.
With years of experience, our team will help you build confidence in your future as we protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will ensure that each part of your financial picture is synchronized with the others.
We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
What we do
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being.
Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.
Consistent and clear communication between our team members and clients helps create solid, long-term relationships.
Our process begins quite simply by listening—listening and asking the right questions to fully understand you and your short- and long-term goals. We identify your tolerance for market volatility, your liquidity or cash-flow needs, and your expectations of us in helping you manage your affairs. Only then do we recommend wealth solutions that reflect your unique needs.
Your financial well-being depends on steady, tax-efficient income that lets you enjoy the things you care most about. Our approach looks at six key areas with a holistic lens. This is important because they are often interconnected, and one challenge, opportunity, or change in one area could uncover an opportunity in another.
- Helping you to enjoy retirement
- We work to ensure that you will not outlive your money while you continue to benefit from your hard work. We do this by protecting your capital and creating the right amount of income to support your needs and go
- Planning for major expenditures
- We help you build a realistic and personalized plan to make your life and financial goals a reality.
- Maximizing your business success
- We keep a close watch over the customized strategies we create that combine your personal and business financial plans
- Preparing for the unexpected
- We build comprehensive strategies that protect those you care for.
- Managing cash flow efficient
- We take the time to understand your cash and credit requirements, so you can plan ahead with confidence.
- Sharing your wealth
- We will establish your estate plan that remembers the people and the causes you are passionate about—on your terms.
How we develop your unique and comprehensive plan
- Explore where you are on your journey
- We learn about what is important to you and understand your current life and financial situation.
- Gain a clear understanding of your life and financial goals
- We sit with you and explore your life and financial goals, as well as dreams and concerns you have for you and your family.
- Develop a comprehensive plan
- Each client and family is different. We will tailor your wealth strategy based on your unique goals. We provide carefully considered strategies that reflect your long- and short-term needs.
- Customize your investment program
- As we create a customized blend of investments that manages risk, uncovers opportunities, and minimizes your tax bill, you are better able to enjoy what is important to you.
- Create an overall strategy combining business and personal sides of your life
- We will create a mix of investments supported by strategies that reflect every part of your life.
We will continue to optimize your plan to meet your evolving life needs better following a discussion with you.