Our expertise. Your way.

There is a difference between an account and an individual.

Building wealth is simple but not easy.

We work hard every day to be worthy of your trust

Make your money work as hard as you do.

Change is opportunity.

Research that makes a difference.

Personal financial strategies that are unique.

Informed decisions create financial strategies.

Know your tax deadlines for 2018!

For Income and Personal Tax deadlines, you have until April 30, 2018. You may begin e-filing as of February 20, 2018.

For sole-proprietors, you have until June 15, 2018 to file. Your balances owed are due by April 30, 2018.

Any RRSP contributions for 2017 are due by March 1, 2018.

Any questions? Don't hesitate to call! 250-595-1616.