A PERSONALIZED APPROACH TO MANAGING WEALTH

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.

We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and 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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Mandy Habermehl
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Zain Rahman
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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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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.

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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.

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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

Trump turns up the heat on Canada, raising tariff threat to 35%.
Markets & Investing
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
Markets & Investing
Review the latest Insights and Strategies.
Markets & Investing
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Retirement & Estate Planning
Protect your family and your legacy.
Retirement & Estate Planning
Preparation today secures tomorrow.
Retirement & Estate Planning
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Trade war skirmishes continue.
Markets & Investing
Fast takes on market trends.
Markets & Investing
Court rules against IEEPA tariffs, but the trade war is certainly not over
Markets & Investing
The dual benefits of insurance.
Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham