Our Services
We cannot predict the market, the economy, or your in-laws moving in, but we can prepare you for all three. Our services are built to protect, grow, and preserve your wealth with strategies that last, whether you are planning for tomorrow or for generations ahead.
Private Wealth
We are a boutique private wealth firm specializing in portfolio creation and management. With a disciplined approach and personalized strategies, we design and manage investments to help you grow and preserve wealth.
Business Advisory
This is the intersection where business planning, personal planning, investment management and tax planning come together in one unified approach. We connect the dots across your life and business to create strategies that work seamlessly together.
Financial Planning
Financial planning shapes the path and defines the approach while investments drive results. By aligning strategy with carefully chosen investments, we turn thoughtful planning into measurable growth and a financial future that endures with strength and purpose.
Private Wealth
We don’t serve the masses because your wealth deserves more than a one-size-fits-all approach.
As a premier investment firm, we work with a select group of families, professionals, and foundations across Canada who expect more: deeper insight, sharper advice, and a relationship built on trust, not transactions.
Everything we do is powered by exceptional research. Not the kind that just fills a report but the kind that drives clarity, precision, and results. Research is in our DNA. It informs every decision and sets our advice apart in a world full of noise.
This means you get more than a portfolio. You get a strategy that is deeply personalized, dynamically managed, and grounded in sophisticated modeling that adapts as your life evolves.
With us, you don’t get generic. You get intentional. You get resilience.
Engineered for Endurance
Real growth is not about chasing markets. It is about capturing it with intention.
We design portfolios that are research built and precision guided to grow through changing markets, not just in the good years. Every allocation is deliberate. Every decision grounded in data, not noise.
Diversification is not a checkbox. It is a strategy. One that blends asset classes, regions, and deep insight to unlock opportunity while keeping risk in check.
Endurance is not something that happens. It is something we build.
Resilience by Design
Preserving wealth takes more than caution. It takes strategy.
Our approach to risk is not defensive. It is deliberate. Built on advanced modelling, scenario tests, and deep research, we design portfolios prepared for what most investors never see coming.
We do not just react to volatility. We plan for it. That means less guessing, more foresight and a foundation that holds firm when the market does not.
Because true resilience is never an accident. It is the result of design.
Business Advisory
For most business owners, your company isn’t just a source of income, it’s your largest asset. It holds the bulk of your net worth, yet it’s illiquid and highly vulnerable to change. That creates real risk.
Running a business is a whirlwind of shifting priorities and urgent demands. It’s easy for long-term planning to end up in the “junk drawer”; that mental place where things go to be dealt with later. But later often becomes too late, especially when an unexpected event like illness, burnout, or an unplanned sale forces action.
Most advisors look at your business or your personal finances. We don’t believe in “or.” We see the whole picture and more importantly, how one side affects the other. Our work includes protecting the wealth you’ve built, evaluating selling and succession options, uncovering the most tax-efficient strategies, and designing a personal plan for what comes next – whether that’s expansion, retirement, or leaving a legacy.
Think of us as the team that finally cleans out the “junk drawer” of your business and personal world; not in a crisis, but on your terms. We bring order to the chaos, revealing opportunities that most overlook.
Financial Planning
Financial planning is not a checklist or a quick fix. It is the anchor that holds your entire financial world steady, no matter how much it shifts.
Wealth is not just about chasing investment returns. It’s about knowing exactly where to direct your resources for maximum impact, tax efficiency, and lasting value. It is about keeping more of what you earn and making every dollar work harder for you.
Our planners bring more than textbooks and theory; they bring years of real-world experience gained from working with a diverse range of clients across many industries and life stages. This hands-on knowledge means we understand the messy, complex realities behind the numbers: the unexpected business challenges, family dynamics, changing regulations, and market shifts.
Because of this, we don’t just offer cookie-cutter advice. We see your situation through a wider lens, anticipating risks and opportunities others might miss. This real-world insight translates into strategies that are practical, resilient, and deeply aligned with your life because your plan must work in the real world, not just on paper.
A strong financial plan works hand in hand with your investments and insurance. It ensures your portfolio is aligned with your goals and risk tolerance, while insurance protects you and your legacy against life’s uncertainties. Together, they form a cohesive strategy that balances growth, protection, and peace of mind.
True planning looks beyond personal wealth. It weaves your business, your family, and your goals into a single cohesive strategy. It anticipates life’s uncertainties, manages risk, and charts a course that protects your legacy while empowering growth.
This is not theory. This is a living, evolving plan that guides your decisions, aligns your ambitions, and stands firm through every twist and turn.
Corporate Planning
For entrepreneurs, success means aligning business and personal plans as one. By viewing both holistically, you unlock strategies that work across every part of your life to maximize growth, protect wealth, and build a future that’s truly integrated and resilient.
Employee Retirement
Empower your team with retirement solutions such as group RRSP, pensions, RCA’s, and more. Our programs blend simplicity with performance-driven investing, making it effortless for your business while fuelling loyalty and security for the people who drive your success.
Personal Planning
Your financial plan shouldn’t be static, it should evolve with your goals and challenges. Explore every twist and turn with dynamic what if scenarios and easy to understand reports that reveal hidden opportunities so you do not just react to life you shape it.