Experience
Transparency
Team-Oriented
Innovative
How We Help
Our team has the knowledge and expertise, combined with the tools and resources to help you navigate your unique financial situation.
Investment Management
When building client portfolios, we offer unbiased advice, seeking to maximize efficiency and returns while managing risk. We consider the complex needs of our clients, making investment decisions together. Our team is constantly monitoring the portfolio, working with our clients to provide recommendations. We are committed to providing the highest level of service, expertise, and integrity.
Tax Planning
Tax-efficient financial strategies are an integral part of any financial plan. Our tax professionals can help you minimize your tax liability. We can help you with US and Canadian tax, establishing a professional corporation, creating a trust, and creating charitable bequests.
Risk Management
Having the right type and amount of insurance can help you mitigate the impact of a catastrophic event on your finances. Our advisors will sit down with you to figure out what your insurance needs are and help you make sure you have sufficient coverage.
Retirement Planning
Our team will create a plan tailored to your situation. This plan will include your investment mix, goals, expenses, lifestyle, and all of your sources of retirement income. Your plan will need to be able to adapt with the changing world.
About Us
Our team of investment professionals are focused on providing investment solutions that can maximize risk-adjusted returns over time. We create personally tailored diversified portfolios for our clients while striving to build long-lasting and meaningful relationships. We’re committed to helping our clients reach all of their financial goals, so they have the peace of mind to enjoy their lives and focus on what really matters to them.
