Meet Our People
Wealth Management is people.
- People who listen to you.
- People that guide you.
- People you grow to trust.
- People who pro-actively try to help you.
- People who admit mistakes. People who fix them fast.
- People who are easy to reach.
- People who go the extra mile for you.
Meet our exceptional team of people.
Our team consists of two Chartered Accountants, two Certified Financial Planners, Investment Advisors, Insurance Agents, and an administrative team. Through our strategic partnerships we can offer, experts in mortgages, debt, legal work, tax return preparation and US tax return preparation.
We have close to 100 years of experience and continue to assist our clients on their finances, being able to handle the most sophisticated domestic and international financial complexities.