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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.

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.

View article


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Market research


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

10 June 2019
More than a whisper
View article

3 June 2019
Performance chasing
View article