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Investment Management

Our independence means we can provide the product or service you need from a large number of high quality financial service providers. We therefore offer a wide variety of investment services to accommodate client needs on an individual basis making sure to thoroughly review all alternatives to find the best solution.

It’s all about you.

By helping you make informed and intelligent decisions with your money, we are confident that you will enjoy a better life. As experienced independent advisors, we’re well-positioned to help our clients make sound financial decisions while avoiding costly “knee-jerk” reactions.

We offer a wide variety of services in support of our Financial Navigation Process.

  • Comprehensive Portfolio Management Programs
  • Private Client Wealth Management Programs
  • Registered Retirement Savings Plans – RRSP
  • Tax Free Savings Accounts – TFSA
  • Pension Plans & Locked-in Plans – LIRA
  • Registered Retirement Income Funds – RRIF
  • Registered Educations Savings Plan – RESP
  • Registered Disability Savings Plan – RDSP
  • Unregistered Investment Accounts
  • High Interest Savings Accounts 
  • Corporate and Tax Advantaged Investment Accounts
  • Businesses Group Retirement Savings Plans and Benefit Packages
As a truly independent firm, we take pride in our ability to deal with essentially any quality regulated investment management company licensed to do business in Canada, including:
AGF

AGF

AI Financial Group

AI Financial Group

BMO

BMO

CI Investments

CI Investments

Dynamic Funds

Dynamic Funds

Edge Point

Edge Point

Fidelity

Fidelity

Franklin Templeton

Franklin Templeton

Invesco

Invesco

Mackenzie Investments

Mackenzie Investments

Manulife

Manulife

RBC

RBC

SEI

SEI

TD

TD

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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James

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Together, we'll put the right plan in place and get the process started to helping you reach your goals.

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