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
Taryn Scutt
Taryn Scutt
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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Multigenerational Families

Protect your legacy with tailored strategies for wealth transfer, estate planning, education funding, and financial alignment across generations.

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Business Owners

Maximize your business’s value with integrated financial planning for succession, tax, risk, and liquidity—supporting both personal and business goals.

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Women Investors

Empowering women with strategic advice for investing, tax planning, career transitions, retirement, and legacy building—on your terms.

Insights & Articles

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
On April 28, 2026, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal government’s 2026 Spring Economic Update.
Tax Planning
A presentation from our Investment Strategy experts. Watch our latest Client Insights webinar.
Markets & Investing
Review the latest Insights and Strategies.
Markets & Investing
Fraudulent scams are on the rise.
Life Events, Lifestyle & Technology
On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget.
Tax Planning
Watch our latest Client Insights webinar.
Tax Planning
On March 24, 2026, Manitoba Minster of Finance, Adrien Sala, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
Tax Planning
With women influencing more of Canada’s wealth, conversations with financial advisors are evolving.
Life Events, Lifestyle & Technology
There are many fraud scams out there, it’s important to know what they are.
Life Events, Lifestyle & Technology
An investment in knowledge pays the best interest.
Benjamin Franklin