A PLACE WHERE YOU ARE LISTENED TO AND HELPED.

Our interaction must result in a positive experience for both you and your loved ones. We ensure that your life vision is supported by your financial resources, allowing you to live the life you deserve. We make the time to listen to your story and to see how we can become part of that story.

You may need help with navigating the complex world of investment choices, transitioning you through your care years, generating a sustainable investment income during your retirement years, helping you update your estate plan or simply connecting with your accountant to ensure they have what they need to file your tax returns.

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your entrepreneurial child launch a business, you need a well-conceived plan in order to succeed.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labour.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future.

News & resources


"Your investment holdings should reflect what you need for your present life-stage."
Shaun Darchiville