A path to a secure future


Your trusted partner for expert financial advice

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 lasting security for the future.

We offer an array of personalized services, total wealth solutions and expert advice that can help 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 plan tailored to your individual needs and aspirations.

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Are you future ready?

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

Who We Work With

Individuals & Families

Build, protect, and transfer your wealth with confidence, guided by experienced financial advisors. We help you support your children’s and grandchildren’s education and first-home purchases, prepare for retirement, and create comprehensive estate plans.

Family Businesses & Corporations

Specializing in the intricacies of being an entrepreneur at every stage, we collaborate with you to ensure your business flourishes while protecting its value, assets, and people.

Professionals

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

ANALYTICAL Insights

Our group applies years of experience and a unique philosophy to create and manage a plan fit for your needs now and in the future.

PERSONALIZED guidance

Our range of services complements your financial position and goal of building a secure future.

STRUCTURED Process

We are committed to securing your financial future in a world of change, by thinking globally and acting locally, using a broad range of investment and wealth management principles.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

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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