We take the responsibility of managing our clients’ wealth very seriously. We also believe in Setting A Great Example (SAGE) through building our communities, working with charities and educating investors of all ages.

The team shares a strong commitment to professionalism and development. We are constantly striving to keep ahead of the rapid changes in this increasingly complex world, and to improve our performance in the three key areas we serve our clients: investment returns, wealth management advice, and client care.

 
Our Investment Philosophy
 
Total Wealth Solutions wheel 

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.

Learn how we can help

Who We Work With

Individuals & Families

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.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

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 gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes

Information & insight

Fast Takes on Market Trends
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Markets & Investing
The tariff threat train continues to roll.
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Markets & Investing
On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.
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Tax Planning
International Women’s Day (IWD) provides an opportunity to recognize the achievements of women across all aspects of life while advocating for gender equity.
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Life Events, Lifestyle & Technology
On February 27, 2025, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2025 budget.
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Tax Planning
On February 18, 2025, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2025-26 budget.
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Tax Planning
Owning a U.S. property and travelling south to enjoy the sunshine...
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Tax Planning
Watch our latest Client Insights webinar.
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Retirement & Estate Planning
Tariffs continue to cloud an otherwise good outlook.
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Markets & Investing
Fast Takes on Market Trends
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Markets & Investing
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