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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.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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Market research


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

21 October 2019
Wounded unicorns are running for the clouds
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15 October 2019
Which way will the loonie fly this winter?
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October 2019
Investor strategy: Choppy
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