Thanks for doing such a great job managing my RRSP’s. Many of my co-workers have been watching in despair as their investments took a turn for the worse. But not me!
Personalized Plans that Protect Your Legacy
Holistic Financial Planning, Portfolio Optimization, & Tax Strategies to Realize Your Lifestyle Goals
Holistic Financial Planning
A 360° Approach to Building Your Future
Our comprehensive planning encompasses every facet of your financial life—retirement, estate strategies, tax considerations, and more—ensuring your wealth works seamlessly in pursuit of your goals.
Portfolio Optimization
Customized Strategies That Balance Growth and Stability
We build portfolios based on your individual needs and risk tolerance. Our aim: Deliver stronger, more consistent returns while helping you weather market ups and downs with confidence.
Proactive Tax Solutions
Keeping More of What You Earn
We proactively seek out ways to minimize your liabilities and maximize savings. You’ll have more resources to invest in your passions, family legacy, or personal endeavours.
Lifestyle-Centered Wealth Management
Designed Around Your Aspirations
True financial well-being is about turning your dreams into tangible milestones. Whether that’s early retirement, a vacation home, or a comfortable nest egg, our strategies revolve around your lifestyle vision.
A Personal, Unified Team
Advice You Can Trust and Rely On
You’ll work with a dedicated group of professionals who share one goal: guiding you toward financial success. Our hands-on support ensures every decision, from investment choices to tax planning, aligns with your bigger picture.
Confidence at Every Life Stage
Financial Security That Evolves With You
Life changes—your wealth strategy should, too. Our adaptive approach meets you where you are today and grows with you, so you can face every new chapter with clarity, assurance, and a solid financial foundation.
Your
Trusted Partner in Financial Success
Comprehensive Wealth & Financial Services
24/7 Peace of Mind
Round-the-clock monitoring keeps your investments safe during market turbulence, so you can rest easy.
Streamlined Financial Clarity
Your finances are neatly organized, providing a clear snapshot that empowers fast, smart decisions.
Synergistic Portfolio Management:
Portfolio managers work together to target your evolving needs, adapting to market shifts for peak performance.
What Our Clients Are Saying
Hear From Those Who Trust Us
I wanted to say thank you for the update meeting yesterday. It was very clear information and good to see the hard work and attention you are giving to our accounts.
Paul K.
Kris is very knowledgeable and has presented new ways of thinking about my financial future that I otherwise would never have considered.
Michelle T.
Kris takes the time to listen and understand our needs and long-term goals and ensures we are well informed before any decisions are made. My husband and I are grateful for our business relationship with Kris and the trust he has developed with us through his flawless execution over the years, especially during challenging economic times.
Kristy D.
We greatly appreciate Brad’s human approach to our relationship, as well as his advice, knowledge, and professionalism. He has earned our trust, a huge thing for us after too many bad experiences with previous financial advisors/planners.
Kevin and Sandra
Paul has given us two creative ideas for using Tax-Free Savings Accounts. These ideas alone will have a major financial impact over our lifetime. Combine this with all the other areas of tax, risk, business and estate planning advice we receive on an annual basis and we couldn’t imagine working with any other firm.
Gary and Dina E.
I have known Kris for many years. He has integrity, is trustworthy, and honest. His knowledge, experience, and dedication to our family has been nothing short of top shelf. I have referred and will continue to refer him.
Tanya M.
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Protecting & Growing Your Wealth and Future
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Burlington Office