We emphasize long-term, income-producing investments in an efficient global portfolio that is well diversified to reduce volatility, and we provide access to a wide range of investment products along with all the elements you need to build a comprehensive wealth plan, including:

  • Investment Portfolio Management
  • Retirement Planning
  • Estate Planning*
  • Cash Flow Management
  • Risk Management
  • Insurance*

Our investment recommendations depend on each client’s needs, goals and preferences.  Learn more about our consultative process here.

Our Clients 

Many of our clients are successful business owners and public and private company executives who want to protect and enhance the wealth they have accumulated to turn retirement dreams into retirement reality and to make a difference in the lives of their children. We are able to serve clients in the US as well as Canada.

Our Motivation

We understand the complexities that come with owning a business, protecting your family legacy, and planning for retirement. This understanding is what drives us to provide personalized, comprehensive solutions to all of your wealth challenges. We offer holistic investment management and advanced planning strategies so that you and your family are equipped to write your own financial future.

* Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.