Our disciplined strategic investment management philosophy incorporates assessing each client’s appropriate risk tolerance, time frame, investment objective, return objective and asset allocation model (cash, fixed income, equity), while considering other factors including style (value vs. growth), market cap (small, mid, large companies), geographical (Canada, United States, international) and sector (financials, technology, healthcare) concerns. We are proud to partner with several industry-leading product manufacturers to provide you with some of the best financial solutions in the marketplace. As a wealth management firm with expertise across a full range of asset classes – equity, fixed income, and alternatives such as real estate, timberland, and agriculture, we can provide investment management solutions for pension plans, foundations, and endowments.

As a full-service wealth management firm, we offer portfolio construction with savings products, mutual funds, and individual stocks and bonds (upon referral).

Ask us about our High Interest Corporate Savings Account, available by referral

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Are you ready for an Exceptional Experience?

If you're willing to take an active role in your financial future, we want to work with you. If you have questions about anything that may impact your financial goals, give us a call or send us an email and we will do our best to find the right answer for your circumstances.

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