Trusted advice & exceptional service


Value statement

 We enhance our clients' financial goals through a comprehensive approach, delivering economic solutions as well as opportunities. Our clients receive customized attention, focused on current and future financial objectives. Our team's foundation of integrity results in consistently providing the highest level of service, as well as value, to our clients, their families and businesses. 


Investment philosophy


We believe that following the herd of the investment public is a dangerous value proposition and planning for changes well in advance in both the equity and fixed income areas is the only way to consistently out perform the markets.


Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.