"We help investors make sense of today's complex world of
investing with the backing of a brand you can count on"
Working with: Business Owners, Retirees, Professionals and Foundations
Current Topics of Interest:
- Importance of Dividend Income: "Dividend income has been responsible for 60% of total returns of the TSX over the past 30 years".
Tax Free Savings Accounts: The most significant advancement in wealth management in recent years providing unlimited tax free growth potential.
Socially Responsible Investing: "Investment strategies which seek to maximize both financial return and social good"