Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
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Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Our approach
Wealth Management is more than just Portfolio Management.
We work to address and administer a full suite of wealth management solutions for our clients.
There’s more to building wealth than investing money. You also need to establish a thorough and realistic plan to accomplish your financial and personal objectives.
We are committed to advising you in all areas of your financial wealth: portfolio management, financial planning, tax planning, retirement planning, estate planning, insurance and annuity, banking solutions, and of course philanthropy.
Supported by a team of experts, we can provide integrated solutions for all your wealth management and retirement income needs, while integrating our insurance and tax specialists.
*Certain services are offered by third parties. Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
