Our Services
Working For You.

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:

Advantage Account

Open your Manulife Bank Advantage Account.

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

Check Back Soon

See what our clients have been saying about us and how we've successfully helped them reach their goals.

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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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