We are a fee-only wealth management firm offering personalized solutions and advanced investing, grounded in nearly a century of experience. In 2022, we partnered with CI Financial to become a partner firm of CI Private Wealth. CI Financial is a global leader in asset and wealth management and one of the largest independent financial institutions in Canada.

CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are. We have the freedom to provide the personal attention our clients deserve, while gaining access to additional resources and opportunities that enhance our ability to provide customized investment strategies and holistic wealth management to meet each client wherever they are on their wealth journey.