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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

 


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.

February 2019
Income splitting strategies to meet your needs
Maximize your tax return this year with income splitting tips for young families, individuals age 65 and older, and shareholders of private corporations.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

19 February 2019
Two canaries
View article

11 February 2019
The trend is your friend
View article