A relationship based on trust, integrity and experience
We are portfolio managers and wealth advisors serving High Net Worth Canadians and their families with a focus on Doctors, Dentist, Architects, Engineers and Accountants. With over 40 years of experience we dedicate ourselves to creating, protecting and transferring your Wealth through the generations. Through the use of proven processes, exclusive products, services and a holistic approach to investing we assist Canadian families to realize their financial needs.
Capital protection and growth is just the start, there is maintaining your lifestyle, minimizing taxes, protecting against adverse circumstances and passing on your legacy. That's where we can help.
Call or email to arrange for a wealth consultation and see how our team can help you and your family through generations to come.