It's your journey...

A guide can provide knowledge and enhance the experience and our seasoned, multi-generational team, focuses all our energy on your financial success. Together, we will develop a disciplined and tax-efficient approach for all phases of financial planning and consistent communication along the way.

Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

Nov 30, 2023 | Joseph Wu, CFA

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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Oil field

How an ESG integrated portfolio can own oil, alcohol and tobacco

Nov 30, 2023 | RBC Wealth Management

Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.

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Frédérique Carrier and Kent McClanahan

Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Nov 29, 2023 | Frédérique Carrier and Kent McClanahan, CFA

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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Women Wealth WorkbookExplore our Women's Workbook

We’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

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Please contact us to discuss your financial concerns and together we’ll work to give you confidence in your wealth plan.