Wealth management in perfect balance

Our team's mission is to guide our clients and their families in the creation, management and preservation of their financial wealth and lifestyle goals.
 

Your aspirations, our business

Understanding your vision and what is important to you is paramount to designing your successful Wealth Plan.  We take a holistic approach to helping you determine your needs.  Through our commitment and expertise, we will tailor and investment plan that will allow you to reach your goals (both financial and personal) and deliver results that include maximizing returns and cash flow, while minimizing tax and risk.
 
When the need arises, we also have access to our in house Wealth Planning Team of lawyers, estate planners and tax advisors.  We work with them in a coordinated approach to address specific needs such as tax issues, insurance, inter-generational wealth transfers, business, farm and cottage succession, and philanthropic aspirations.
 
Our commitment to you is to ensure balance in every aspect of your life by providing you with superior service and sound investment advice through wisdom, respect and integrity.
 
Our promise is to strive for excellence and to continue earning your trust.

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Tax & Estate Planning
Strategies 

 

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.

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Market research
Insights 

 

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

12 December 2018
Whatever you do, don't look now
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3 December 2018
The biggest loser
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