Our expertise. Your way.

Research that makes a difference.

Personal financial strategies that are unique.

There is a difference between an account and an individual.

Make your money work as hard as you do.

Building wealth is simple but not easy.

Change is opportunity.

We work hard every day to be worthy of your trust

Informed decisions create financial strategies.

RRSP Top Up Time!

We are now into the New Year and now is a great time to top up your RRSP's and/or TFSA accounts.

The deadline for 2018 RRSP contributions is Friday March 1, 2019.

You can also put in another $6,000 into your TFSA for this year (if you have maxed out previous years). With accumulated room of $63,500 as of Jan 1, 2019.

We hope everyone is having a good start to 2019!