Guiding you through the storm with care and confidence

We provide financial, retirement, and estate planning to help you define your vision for the future and to ensure you're headed on the right path. We construct both discretionary and non-discretionary portfolios to build, protect, and manage your wealth throughout your lifetime and beyond. These take into account individual requirements, considering tax consequences, your risk tolerance, your specific short and long-term goals, all within a friendly and caring environment. We also provide financial literacy education via our blog, periodic seminars, and one-on-one discussions as clients require.

• Longevity Planning

• Sustainable Investing

• Retirement Planning

• Estate Planning & Strategic Charitable Giving

• Investment Strategies

• Raymond James Trust (Canada)

• Risk Management

• Discretionary Portfolio Management

• Investment Protection