With over $1 billion assets under management and a strong track record of success, we take wealth management very seriously.
We work closely with our clients to build their portfolios suited to their time horizon, risk appetite, and ultimate purpose for the investment. We prioritize investment managers with a superior long-term track record, a steady hand and commitment to core principles through all market conditions.
We work in the areas of:
- Investment management
- RRSPs, TFSAs, RESPs
- Estate planning
- Retirement income planning
- Corporate investment accounts