A certification of skill – a commitment to serve

TO OUR CLIENTS, WE MAKE A PROMISE:

 

Every client’s situation is unique. Your financial plan and your investments should also be unique, ultimately resulting in a portfolio constructed and actively managed specifically for you.

A promise to do our best, so you can feel good, and have trust and confidence that your investments and financial future are in good hands.

A promise to listen, to help you create your personal financial plan and manage a portfolio for you that meets your needs today, and in the future.

A promise to continue growing and learning, so you can benefit by leveraging our 50+ years of combined investment management experience helping individuals, families, private corporations, and charitable organizations.
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Cross-Border Clients

Cross-Border Clients

06/10/2018
Unique solutions for Americans and Canadians.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
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Young Investors

Young Investors

06/08/2018
Investing at a young age is a smart decision.
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Family & Individuals

Family & Individuals

06/08/2018
A pragmatic approach to wealth management
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Family Offices

Family Offices

06/08/2018
Sophisticated expertise in planning for today and future generations
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Non-Profits

Non-Profits

06/08/2018
Expertise to support the unique needs and goals of non-profits
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Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
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Corporations

Corporations

06/08/2018
Trusted and comprehensive guidance to support your needs and corporate mission
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You are the centre of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Thoughtful advice craftedjust for you

Collaboration reveals your needs, wants and wishes

Your goals become ours

Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.
Denis Waitley
Sophisticated wealth management