Sophisticated wealth management to serve your individual needs

For 18 years we have been helping clients navigate the ever-changing investment environment, enabling them to achieve their financial goals.

We understand that serving clients’ financial and investment needs begins with building strong, lasting relationships. As a family business, we have a very personal commitment to our clients. We recognize the importance of every client’s unique needs and pride ourselves on providing highly individualized service and outstanding attention to detail.

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.

Investment Strategies

 

Longevity Planning

 

Portfolio Management

 

Financial Planning

Retirement Planning

 

Get to know Our Team

Peter Schikkerling Bio Image
Peter Schikkerling
Senior Portfolio Manager
James Schikkerling Bio Image
James Schikkerling, CFA
Portfolio Manager
Dave Holz Bio Image
David Holz
Sales Assistant
Stephanie Schikkerling Bio Image
Stephanie Schikkerling
Client Service Coordinator

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.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

April 2024: Getting Closer to Rate Cuts

04/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing

Planning for Changes to Taxation of Capital Gains

04/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning

Garden Designs

Which is better, annuals or perennials?
Tax Planning

Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning

Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning
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