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We continue to build on our highly successful - top quartile - 20-year track record. We provide discriminating clients access to one of the highest standards of excellence and service in the investment industry. 

Our clients can expect to receive what they deserve:

  •  Emotional Intelligence and Constancy of Purpose
  •  Unique Capabilities: Qualifications, Expertise, and Execution
  •  Complete Range of Products, Services, and Strategies
  •  Custom tailored personalized advice - not off the shelf
  •  Interpersonal connection beyond the industry norm
  •  A long and rewarding relationship built on trust and respect

Our Mission Statement:

Preserve and enrich our clients' financial assets by providing the highest quality customized Investment Management Services available.
We welcome your call for assistance or information.

Languages Spoken:

English, French and German 

Licensed In:

  • Alberta
  • British Columbia
  • Manitoba
  • Nova Scotia
  • Ontario
  • Quebec
  • Saskatchewan


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Tax & Estate Planning


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

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

View article


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Market research


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

3 December 2018
The biggest loser
View article

26 November 2018
There is value out there
View article