We are an experienced team of progressive thinkers, at the most progressive investment firm in Canada. Our clients appreciate our focus on protecting capital, achieving consistent returns, and compounding wealth. We have utilized this philosophy to develop a financial planning and investment process, which will help you achieve your financial goals.
Contact us today to discuss how we can help you. Protect. Grow. Compound.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
Read more
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - November 24, 2025
AI’s wild ride
The impact of rates, tariffs and uncertainty slowly make their way into the economy and company earnings. Impatience bias isn’t a behaviour bias as far as we can tell, but maybe it should be.
Investor Strategy - November 2025
Everyone loves balloons until they pop
2025 started off poorly but is well on its way to finishing strong. After crossing the historically volatile September/October chasm, will it be smooth sailing till year end?
Canadian Forex
Foreign Exchange
Our clients get access to exclusive discounts and preferred service on foreign exchange transactions. We have partnered with CanadianForex to help our clients transfer money overseas easily, safely and efficiently. Register for this service or visit our Foreign Exchange page for more information.