A personalized approach to managing wealth


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EXPERT FINANCIAL ADVICE YOU CAN TRUST

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 a comprehensive and holistic approach to conservative wealth management for affluent families. We take a full interest in our clients’ lives and strive to develop relationships based on transparency and trust. By understanding every aspect of your situation, focusing on guiding objectives and delivering a consistently high level of service, we provide confidence and peace of mind so you can fully enjoy the rewards of your hard-earned wealth. 

We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference 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 financial plan that addresses your individual needs and financial goals.

Total Wealth 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.

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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.

Get to know Our Team

David Larocque Bio Image
David Larocque, CFP®
Portfolio Manager
Sandra Liu Bio Image
Sandra Liu, CFP®
Financial Advisor
Daphne Monaldo Bio Image
Daphne Monaldo
Branch Administrator
Curtis Miller Bio Image
Curtis Miller
Financial Advisor Assistant

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.
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

Market volatility can feel like navigating choppy waters without a compass.
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Markets & Investing
Examining how markets perform through economic contractions
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Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
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The week after liberation day takes markets on a roller coaster ride
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Fast Takes on Market Trends
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Markets & Investing
Liberation day tariff package hits hard around the world.
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Markets & Investing
Watch our latest Client Insights webinar.
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Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
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Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
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Tax Planning
The sale of a business opens multiple options in retirement.
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Retirement & Estate Planning
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