Our mission is to help families, entrepreneurs, and foundations build lasting wealth and achieve financial freedom.

We are a team of dedicated professionals, providing investment and financial advice for each stage of life. We pride ourselves on putting you, your family, and your goals at the center of everything we do. We keep you informed and ensure your understanding of where you stand financially.

Our clients are successful families, entrepreneurs and professionals.  We build long term relationships with our clients, and work with multiple generations of families.   Our investment advice is uniquely tailored to your situation, life goals and dreams.

We offer complete financial planning as part of our services.  Detailed financial projections are provided for each life stage, including saving for and transitioning to retirement, widowhood and moves to retirement homes.

Our team is backed by the largest independent investment firm in Canada. We offer completely unbiased advice and investment recommendations.

Our office is located in the heart of Sidney. Call us today at 250-655-6956, or book online: Schedule an appointment