Client Profiles

Entrepreneur

It takes an entrepreneur to understand the needs of an entrepreneur.

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Health Professional

As you provide care to your clients, we give back to you the one commodity you cannot buy, time.

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Corporate Executive

We complement your expertise and provide laser focus on the priorities that matter most.

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Successfully Retired

Our proven recipe is to keep it simple, transparent, and offer financial peace of mind.

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Charities & Foundations

An important process that requires patience, diligence, and counsel that respects the intended wishes.

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Meet With Us

Discover what differentiates us, and how our commitment ensures your success.

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Integrated Planning for All Aspects
of Your Financial Life

Our first task is to ensure that we understand your personal and financial objectives; then we create a sophisticated financial plan that integrates everything from tax planning and risk management to your investment portfolio and estate wishes.

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Beyond Stocks and Bonds

To minimize the inevitable ups and downs that come with a reliance on the stock market, our conservative yet innovative approach to investing includes additional alternative asset classes such as private equity, mortgages, private debt, and institutional-grade real estate.

 

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Contact Us

Deer Ridge Centre

4281 King St E - Unit E, Kitchener, Ontario, N2P 2E9