Experienced guidance – more confident investing

Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help you identify many opportunities–to help make your life easier.

I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Alternative Investments

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Get to know Our Team

Sam Yau
Sam Yau, CFP®, FMA, CIM®, FCSI
Senior Wealth Advisor
Corina Grue bio headshot
Corina Grue
Wealth Advisor Associate
Jill Rich bio headshot
Jill Rich
Investment Associate

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.

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.
An investment in knowledge pays the best interest.
Benjamin Franklin

Information & insight

Striking the Right Balance.
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Markets & Investing
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As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Do U.S. Elections Affect Canadian Markets?
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Listen to our podcast with Neela White.
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What to consider in your succession plan for the Family cottage.
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Check out our latest Client Insights webinar!
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Life Events, Lifestyle & Technology
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