A personalized approach to managing wealth


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.

We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.

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Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

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Intergenerational Wealth Management

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

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Creative Talent

Specializing in helping creative entrepreneurs with their financial picture at every stage.

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High Net Worth Women

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
The four most dangerous words in investing are ‘This time it's different.’
John Templeton

Information & insight

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes.
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Tax Planning
Planning for a child’s future education?
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Tax Planning
Buying your first home is a big milestone and saving for it can feel overwhelming. That’s where the First Home Savings Account (FHSA) comes in.
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Tax Planning
Whether you are just starting to think about retirement or already planning for it, a Registered Retirement Savings Plan (RRSP) is a smart, tax-efficient way to grow your savings.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Review the latest Insights and Strategies.
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Markets & Investing
On November 4, 2025, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal budget for the 2025-2026 fiscal year.
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Tax Planning
November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
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Life Events, Lifestyle & Technology
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