Building you a secure foundation for life's journey

We take dreams and turn them into achievable financial goals.

Our mission is to help clients achieve financial peace of mind and a return on life.

We work with select business owners, professionals, pre/post retirees, and their families, serving our clients as their personal Chief Financial Officer (CFO).

Through our life-first, values-based planning process we help prioritize what truly matters to our clients. Our approach places our clients' lives at the very center of the conversation, rather than focusing solely on their money.

We are dedicated to making a meaningful difference in both our community and the lives of our clients.

Mike Armstrong
Mike Armstrong
Senior Wealth Advisor
Portfolio Manager
Branch Manager
Charlie Leblanc
Charlie Leblanc
Investment Advisor
Yvonne Frasz
Yvonne Frasz
Wealth Advisor Assistant
Amy Evans
Amy Evans
Wealth Advisor Assistant
Jordan Bryant
Jordan Bryant
Associate Wealth Advisor

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

father and daughter on a beach

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

empty chairs in boardroom

BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

professional business woman

PROFESSIONALS

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

Insights & Articles

Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
A stable option for your financial plan
Life Events, Lifestyle & Technology
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Tax Planning
Protect and enhance your wealth.
Life Events, Lifestyle & Technology
Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.
Life Events, Lifestyle & Technology
Fast takes on market trends.
Markets & Investing
Are we past peak 'shock and awe'?
Markets & Investing
Liberals win 4th term - looking at market performance under various governments
Markets & Investing
Watch our latest Client Insights webinar.
Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
Markets & Investing
Examining how markets perform through economic contractions
Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
Markets & Investing
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki