The Next Generation of Wealth

For over 25 years our team has been managing investments and providing wealth management to retirees, families and entrprenuers.

 

We build long term relationships with our clients, and assist them with big picture wealth management.  We help clients save and plan for retirement.  We manage wealth through retirement, providing cash flow and income.  We work with you to plan for the future, including transitions to retirement homes, family wealth transfer and unexpected events.

 

Our recommendations for you are based on your individual goals, needs and risk tolerance.  We know that a properly managed portfolio allows you to enjoy life and retirement.

 

Our team is backed by the largest independent investment firm in Canada.  We offer completely unbiased advice and investment recommendations.  We serve clients in Victoria and Sidney.  Our services are suitable for clients with investable assets in excess of $300,000. 

 

Our office is located in the heart of Sidney.  Call us today to schedule a meeting.  250-655-6955

 

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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Daily market commentary - The Launch Pad

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

15 July 2019
The fix is in
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2 July 2019
Ready for the second half?
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Investor strategy: Back half looks tricky
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