Expertise. Passion. Experience.
We are a team of CFA and CFP with different areas of expertise and experiences while sharing one common purpose: putting clients' interests first.
Members of our team have implemented effective asset management solutions for some of the largest banks and insurance companies in Canada.
Our team-based approach harnesses the intellectual capital of all our wealth professionals to create customized financial solutions that deliver results aligned with your goals.
Team Average Years of Experience
10+
Client Satisfaction
99%
Average Gain after
GW Optimization
3.2x
What We Offer
Our Approach
Integrated Planning
Beyond returns, we consider your overall mix of investments, risk, taxes, insurance, and legacy
Multi-Asset Portfolio
The time-tested strategy used at billion-dollar pension funds to achieve steady growth
Real Risk Management
Provide you with predictable cash flows for your lifestyle in good times, and bad
We work with 50+ partners!
CORPORATE
OUR NEW PLACE
