Client Profiles


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

Learn More
Health Professional

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

Learn More
Corporate Executive

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

Learn More
Successfully Retired

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

Learn More
Charities & Foundations

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

Learn More
Meet With Us

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

Learn More

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.

Learn More


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.


Learn More

Latest Posts

Contact Us

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    Deer Ridge Centre

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