Investment Management in Ontario

Looking for a certified investment advisor? trust 25+ years of experience

With thousands of investment advisors in Canada, here is why we are the preferred choice year over year:

Fee-Only Investment Advisor

We will work with you to determine the best fee approach for your needs and evolve the solutions over the years to ensure they continue to match your evolving life.

Tax-Smart Investment Advisor

We lead the way in tax planning within client investment portfolios. Using  “Tax Smart Investing” designed to construct portfolios to focus on after-tax investment returns. 

Independent Investment Advisor

Work with an independent investment advisor, broad product choice, fee choices, transparency and dedicated advisory teams and relationships where we know your name.

Our Time-Tested, Six Step Professional Advisory Approach
for Portfolio Construction & Management

Step 1: Getting To Know You

Objectives

Process

Results

Step 2: Evaluating Your Big Picture

Objectives

Process

Results

Step 3: Building Your Financial Blue Print

Objectives

Process

Results

Step 4: Implementing Your Blueprint

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Process

Results

Step 5: Keeping You Informed

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Results

Step 6: Keeping You On Track

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Process

Results

Achieve Objectives: Financial Peace of Mind

Key Characteristics of the Service

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