Financial Planning


The foundation of a solid investment strategy is a comprehensive financial plan. We offer financial planning for an hourly fee or as part of an all-inclusive asset-based portfolio management fee.




Portfolio Management


We put your interests ahead of our own or any other stakeholders through tactical evidence based portfolio management. We aim to take complexity and emotion out of investing.




Valuable Insights


We believe that keeping our clients informed and educated on money matters is the best way to ensure a successful client-advisor partnership. Sign up below for our monthly eNewsletter.



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- Make smarter financial decisions with your money
- Make sense of the Canadian financial industry

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Recent Posts

The Death of Equities

Aug 13, 2019

40th Anniversary Special...

Why Index?

Aug 06, 2019

Many people espouse index funds because of their low cost and the overall less-than-stellar track record of active management. Well, here are a few more reasons why indexing trumps active investing....

An Enhanced CPP?

Jul 23, 2019

2019 marks the first year of the 7 year implementation of the "Enhanced" Canada Pension Plan. What does this mean for your eventual retirement income? What does it mean to your paycheque?...