What is your firm’s philosophy?
As your Personal Wealth Manager, we help you make smart decisions about your money so you can spend more time doing what you love.
Our firm’s investment approach
How are you compensated?
We are a fee-for-service business where fees are based on the value of your investment portfolio. Our compensation is not based on sales and commissions. Fees are clearly shown on regular investment statements and on non-registered accounts they may be used as a tax deduction on your annual personal income tax return.