About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Who We Serve

We serve individuals, families, and businesses in the greater Toronto/Hamilton area. Our primary focus is to help each client meet their unique financial goals.

Our Services

 

Financial Advice

Many individuals confuse financial stategies with general savings and investing advice. While how to save (and how much), and where and when to invest those savings, is every bit important, prudent financial advice goes much beyond the realm of just saving and investing. The sooner you understand...
 

Insurance Planning

If there’s one thing about life – it’s the uncertainty that living it brings. The best-laid plans can sometimes come to be unsuccessful. Even though you may think you’ve uncovered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you...
 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Estate Planning

For some people, financial strategies are mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they...

We manage assets for individuals and families, providing investment management, and financial planning services.

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