We specialize in helping high net worth individuals manage the financial complexities that they face over their lifetime. That’s what makes us unique. Our clients are some of the province’s wealthiest clients.

Our Independence means that we do not represent any single life insurance company, trust company, bank or investment firm. We provide individuals and businesses with direct access to a full range of financial products.

Services provided

  • Retirement planning
  • Financial planning
  • Investment counseling
  • Portfolio analysis
  • *Insurance Analysis
  • Estate planning
  • Business planning
  • Employee benefits
  • Severance package counseling
  • Retirement allowance rollovers
  • Succession planning
  • Individual pension plans
  • Retirement compensation agreements
  • Farm estate distribution

Products provided

  • Private Investment Management
  • Stocks and Bonds
  • Mutual funds
  • GICs
  • *Segregated Fund Policies
  • *Disability Insurance
  • Critical illness
  • Flow-Through Shares
  • *Life Insurance
  • *Long Term Care Insurance
  • Annuities
  • RRSP & RRIF
  • LIRA, LRIF, LIF & PRIF
  • Registered Education Savings Plans
  • *Group Insurance
  • Pension plans