The past three years have been good ones for investors. Portfolios have recovered strongly post-2022, markets have reached new highs and many plans feel comfortably on track....
The Law of Averages: Keeping Perspective After Good Years
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Independent Thinking
Working For You.
Clear, personal guidance to help you navigate your retirement years with confidence and a plan built to last.
We help Canadians navigate complex financial decisions with independent advice and long-term planning. Our team creates plans that adapt over time, providing clarity and confidence as life and priorities change.
Trusted. Personal. Committed.
How We Work With Clients
Every client relationship is shaped by individual needs, with guidance that evolves as life and financial complexities change.
Investment Management
We manage investment portfolios with a disciplined, long-term approach. Portfolios are built to align with your goals, risk tolerance, and time horizon, providing structure and perspective through changing markets.
Planning as Life Evolves
As circumstances change, financial decisions often become more complex. We help clients think through important choices, including retirement planning and long-term cash-flow considerations, so today’s decisions remain aligned with the future.
Protecting What Matters
As part of the broader planning process, we help clients consider insurance needs and estate planning considerations. These elements are integrated into the overall plan to help protect family, assets, and long-term intentions.
Who We Work With
Individuals & Families
Clients who want thoughtful investment management and guidance as their financial lives grow more complex over time.
Business Owners & Professionals
Clients with additional complexity who benefit from coordinated advice across investments, planning, and longer-term considerations to optimize corporate and personal planning.
Approaching & Living in Retirement
Clients looking for clarity and confidence around income planning, portfolio strategy, and long-term decision-making.
Meet Our Team
We’re a close-knit team that works collaboratively to support our clients and one another. Our approach is built on long-term relationships, shared responsibility, with thoughtful and caring advice.
Left to Right: Donna Villeneuve, Timothy Ming, Andrew Ming, Heather Hum, Jennifer McCleary, Andrew Cattanach and Maxwell Ming
Maxwell MingMax is a Certified Financial Planner who guides clients through their retirement, estate, and financial planning needs. |
Andrew CattanachAndrew is a Certified Financial Planner who guides clients through their retirement, estate, and financial planning needs. |
Andrew MingAndrew joined our team in 2023 as an investment advisor and he currently holds his Investment Funds license, along with Property & Casualty Insurance. |
Timothy MingTim brings a broad range of skills and business acumen to assist his clients with their retirement, estate and financial planning needs. |
Donna VilleneuveDonna’s CFP designation has provided her with the knowledge and experience to help clients reach their financial goals. |
Heather HumHeather is our administrative support and responsible for developing proactive relationships with our clients and marketing implementation. |
Jennifer McClearyJennifer covers our reception desk and is responsible for responding to client inquiries and transaction processing. |
Let’s Talk
If our approach feels like a fit, we’d welcome the opportunity to connect.
Recent Posts
Navigating Market Uncertainty Together- April 2025
Given the events that have transpired over the past few weeks, it seems like a good time to pass along a friendly reminder that changing your investment plan based on emotions and market conditions...