We help Canadian and U.S. Business Owners, Professionals and Individuals build personal wealth with tax efficiency.


How Can We Help You?

Tax
Minimization

We make tax considerations part of every plan.

Investment
management

We manage your investments to deliver your financial goals.

Wealth Preservation & Estate planning

Our priority is to protect your wealth and legacy.

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Retirement
Planning

Retirement is unique. You should have a custom retirement plan.

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Your financial goals, aspirations and investment needs are just that – yours. Your financial plan should reflect them. Rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame, and your individual tolerance for risk. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out – our team will build a financial plan that addresses your individual needs and financial goals.

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Are you Retirement Ready?

We understand how personal and complex those questions can be. No two retirements are alike, which is why we take a comprehensive, customized approach to help build your retirement plan that is truly yours.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Watch Video
Markets & Investing
Review the latest Insights and Strategies.
Read
Markets and Investing
Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes.
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Tax Planning
Planning for a child’s future education?
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Tax Planning
Buying your first home is a big milestone and saving for it can feel overwhelming. That’s where the First Home Savings Account (FHSA) comes in.
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Tax Planning
Whether you are just starting to think about retirement or already planning for it, a Registered Retirement Savings Plan (RRSP) is a smart, tax-efficient way to grow your savings.
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Tax Planning
Watch our latest Client Insights webinar.
Watch Webinar
Life Events, Lifestyle & Technology
Review the latest Insights and Strategies.
Read
Markets and Investing
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