We provide our clients with financial guidance, education and industry insight for every major life transition. We believe preparation and foresight are essential to developing a detailed financial plan that will help our clients reach their goals, and position their family for financial success from one generation to the next. 


  Integrated Wealth Planning 

A financial plan acts as a roadmap to achieve your lifestyle goals. This financial roadmap will help you set, or redefine a reasonable lifestyle expectation as your life changes to make sure your goals are always in reach.

Building a plan is key to your financial success because it provides the details and directions to build your wealth, eliminate debt, and grow savings. 




 Personalized Investment Solutions

We provide a customized financial plan, fit to the individual. Whether you’re planning for retirement, your child’s education fund, the succession of your business and other assets, or any other life goal, the right investments are key to achieving your desired outcomes.

We draw on our industry knowledge and expertise – backed with exceptional service and dedication to consistency. We monitor investment progress and gauge the path of advancement of the financial plan using an independent and flexible “Go Anywhere” strategy. 

 Qualified Financial Specialists 

We are specialists in many areas of wealth management, and when our clients have a specific need, we leverage the strengths of our talent at Canaccord Genuity.

We use the same approach to identify hedge funds, private placements, initial public offerings (IPO’S) and secondary prospectus issues to give a performance advantage to investors who can accept a higher level of risk.

Wealth Management Services



Retirement Planning

Tax-Efficient Strategies

Use our financial calculators to plan for every phase of your life


Insurance Solutions 

Risk Management 

Office Address

609 Granville Street, Suite 2200
V7Y 1H2 Canada

Estate Planning

Asset Allocation

Recent Posts

Tax Implications of Selling Your Business

Mar 05, 2019

When it comes to selling your business, it is easy to focus solely on the sale price. However, the way in which the sale is structured may impact the after-tax proceeds that you personally retain....

Business Succession Planning - are you prepared?

Jan 22, 2019

If you’re a business owner, you will eventually be faced with the question of what happens after you decide to leave the business....

Life Insurance and Saving for Retirement

Jan 22, 2019

One of the most common ways to take advantage of tax benefits when considering longer-term retirement planning is to invest in a Registered Retirement Savings Plan (RRSP)....