Charting a course for financial momentum

Financial planning, portfolio management, tax strategies and estate planning

We are a team of Investment Advisors and Portfolio Managers who have known each other as colleagues sharing a similar mindset and investing approach since 1999. We joined forces as a team in the summer of 2013 to offer continuity of service for our clients’ future generations and to pool our ideas to bring our loyal clientele more financial headway.

The members of our team have varied and complementary expertise; our integrated teamwork allows us to capture opportunities to preserve and grow your wealth. We share a common commitment to develop and maintain relationships built on trust, always be available for our clients, and provide top-tier service through a rigorous, disciplined and holistic process.

With diverse experience as entrepreneurs, we advise individuals such as professionals, business owners, executives and retirees to build their family wealth while saving time and money.

A reliable, trusted and respectful team.

 

 

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.

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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
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11 February 2019
The trend is your friend
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