Your Peace of Mind is Our Goal Your Trusted Partner in Wealth

We have a financial planning focus with a strong commitment to customer service. We form personal relationships with each and every client, connect often, and see it as our responsibility to ensure that every aspect of your financial picture is in good order. Let us focus on the details so that you don’t have to.

Get to know Our Team

Diane Stoneman Bio Image
Diane Perry, CFP®
Senior Portfolio Manager
Tolga
Tolga Cetinkaya
Michael bio-headshot
Michael Dorton

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
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

Information & insight

Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning

Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies

Reducing income taxes on a year-to-year basis is one of the most common goals and concerns clients express.
Tax Planning

Annual and Perennial Tax Season Planning

04/17/2024
Springtime presents many opportunities during tax filing season, whether you receive a tax refund or have a tax balance owing.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning
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