With today's dynamic markets, choosing the right wealth management team has never been more important. Our team of professionals offers a combined 125+ years of experience in guiding individuals, businesses, charitable foundations and other organizations through our unique wealth planning process.

Our clients benefit from a team backed by two Investment Advisors Andy MacLaren and Clifford McAvity, Associate Advisor and Financial Planner Trevor Roberts, Estate Planning Specialist Rick Squires, Will and Estate Specialist Chris Delaney, and Associates Kelly Leaver and Lisa Hay. Our team of experts strives to provide our clients with sound investment that is advice unique to their individual situations along with an unparalleled level of client service.

Our portfolio management approach uses a conservative, value-oriented security selection process, both technical fundamental analysis and ongoing tactical asset allocation tailored to our clients' individual investment policies. Using an incredibly diverse range of solutions, our team has the ability to use every tool available in providing independent, unbiased advice. This full-service brokerage advantage ensures our clients have access to best-in-class wealth management.