Bespoke Financial Advice and Investment Management
on Both Sides of the Border
Our structure and licensing give us the unique ability to operate independently and provide unbiased services and advice to our clients with citizenship and/or residency on either side of the border.
Our Philosophy
We operate under a unique, individualized private family office approach, as financial service providers, not financial product sellers.
The only way, the right way, to provide true wealth management services is on a client-first basis. Period.
Our approach has nothing to do with selling you products that ultimately make a big firm more money and might benefit you. Our approach has everything to do with managing your wealth prudently and selecting investments for you that we also own personally ourselves. We manage your wealth so that every dollar you invest is benefitting you first and foremost to the maximum extent possible. Our success is a direct biproduct of this approach, so by truly focusing on your needs above all else, our interests are aligned.
Who We Work With

BUSINESSES & CORPORATIONS
Stephen grew up running business and never stopped. Lee started mowing lawns at age 12. We understand business owners because we’ve been business owners ourselves for a long time.
Together, we’ll work to protect both your business and personal assets and coordinate the transfer of wealth between your business and personal finances, maximizing tax efficiency and ensuring that your financial legacy is preserved.

PROFESSIONALS
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.
Securities-related products and services are offered through Raymond James Ltd.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.
Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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