Experienced guidance - more confident investing

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Working with an experienced investment manager can not only help simplify the complexities of your wealth, but it can also help simplify your life. Through a disciplined process and investment choices based on your individual goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing but can help you identify opportunities as well – all to help make your life easier.

Your trust means everything to us, and we strive to lead with integrity, always. In today’s uncertain times, we understand that you and your family need effective and comprehensive planning solutions to protect the assets you have worked so hard for. Our objective is to work with you towards a strong and safe portfolio that allows you to fully enjoy your retirement years, while preserving your legacy for what matters most to you.

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

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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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Shawn Dunbar
Senior Wealth Advisor & Portfolio Manager
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Patrick Flint, RR, CIM
Wealth Advisor Assistant
Ashley Bollman
Ashley Bollman, IR
Wealth Advisor Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

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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.

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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.

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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.

Insights & Articles

Watch our latest Client Insights webinar.
Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Tax Planning
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
Life Events, Lifestyle & Technology
A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.
Life Events, Lifestyle & Technology
Fast Takes on Market Trends
Markets & Investing
The tariff threat train continues to roll.
Markets & Investing
On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.
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.
Life Events, Lifestyle & Technology
On February 27, 2025, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2025 budget.
Tax Planning
On February 18, 2025, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2025-26 budget.
Tax Planning
An investment in knowledge pays the best interest.
Benjamin Franklin