Creating your unique investment management plan.

We strongly believe that, when you set aside emotion from the equation and follow a disciplined plan focused on your needs, goals and dreams, you can truly attain real results. Our beliefs rest on three key pillars:

  • We believe in our tested systems – including our proprietary reporting and planning analysis – that help us ensure you know what you own, why you own it and how it all fits together.
  • We believe in staying focused on what matters – not media headlines, why it’s different this time, emotion or what uninformed and untrained people think they know.
  • We believe in building exceptionally strong relationships – both with you and with our investment partners, ensuring we always understand what we know, what we don’t know and where we should look for knowledge.

Investment advice and solutions

Our disciplined investment approach ensures your portfolio maintains a well-diversified and well balanced strategy. Extensive research and continual communication with our investment partners ensures our clients success.

Retirement planning

Will I be able to retire when I want and with the income I need? We help you answer this question. By setting goals based on realistic assumptions we build a plan that helps you get where you want to be.

Tax efficient investing

Selection and coordination of your investment and insurance programs to minimize taxation is a must. We work with tax favourable structures (RRSP, RRIF, TFSA) and other professionals to ensure tax efficiency.

Insurance solutions

Income replacement, critical illness coverage and life insurance need to be reviewed and, if necessary coordinated, as they form an integral part of the planning process. We help you determine how much coverage you need, what kind fits and how to structure its ownership.

Estate Planning

Estate planning is about the life of your family and loved ones and the peace of mind you get from helping to preserve their financial security. We help you determine your priorities and implement the required planning.

Education funding

Coordinating the plans required to fund your children’s and or grandchildren’s education and the structures available to do this (RESP’s, in-trust accounts, family trust) is part of the planning process.