Personal Financial Analysis and Investment Advisory Services


Helping Canadian families navigate the world of
wealth management.

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.

Our goal is common, our approach is not. We seek to deliver clients an honest assessment of their goals and a realistic plan to maximize the probability that they achieve them. We deliver wealth management strategies that are grounded solidly in market evidence and an awareness of the role that investor biases can play in the investment world. This approach is emerging as a major market force that is reshaping the investment industry.

Total Wealth Solutions wheel 

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.

 

Who We Work With

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.

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.

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.

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.

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.

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

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Build a legacy by supporting what matters.
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Life Events, Lifestyle & Technology
It’s a privilege to be able to support the causes and communities that matter most to you.
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Life Events, Lifestyle & Technology
Giving back is one of life’s most rewarding experiences, and it’s even more meaningful when shared with family.
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Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Is your insurance still working for your life, your goals, and your legacy?
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Life Events, Lifestyle & Technology
Permanent life insurance provides options.
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Life Events, Lifestyle & Technology
Life insurance can be a valuable estate planning tool when used strategically.
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Life Events, Lifestyle & Technology
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