Your Goals. We Help You Get There.
We believe that our clients are the reason behind our success. Your needs always come first. We specialize in building customized portfolios that meet your needs.
Our mission is to build a long-lasting relationship with you, our client. We provide actionable advice to you throughout the different stages of your life from buying your first home, to saving for your kids’ education, to retirement planning, to meeting retirement income needs, to the successful transfer of wealth to the next generation.
We offer a wide-range of investment products including stocks, bonds, mutual funds, ETFs, GICs, annuities and insurance. The many types of products enables us to offer a well- rounded financial solution to our clients.
We work with clients of all backgrounds. Additionally, we have processes and resources to assist with the unique needs of these groups:
RETIREES:
We help you build a plan to generate income and protect your principal. We work with you to create a plan to ensure you have the means to enjoy retirement living and not outlive your money.
CROSS-BORDER SERVICES:
We provide cross-border wealth management solutions to Americans living in Canada and Canadians living in the US. We are licensed and regulated in both Canada and the US, and work closely with clients to translate their personal needs into a strategy for their cross-border accounts.
CORPORATE EXECUTIVES:
You lead a busy life. We help you navigate the complicated financial landscape surrounding you by constructing a tax-efficient plan that focuses on achieving your financial goals.
HEALTHCARE PROFESSIONALS:
We understand the unique financial issues you face, and the limited time you have to tend to them. We will be your financial experts. Working with your team of professionals, we will implement and manage a plan tailored to your needs and the needs of your practice.
ENDOWMENT AND CHARITABLE GIVING:
For those who want to give back to society, we can set up a foundation account that allows you to capture tax benefits while maintaining full control of who receives your gift and how much they receive.
