Grow Your Wealth Pay Less Tax and Protect Your Family Legacy

Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft solutions using our expertise and prudent management approach. For years we’ve offered individuals and institutions alike a higher degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to raise the bar when it comes to your financial affairs.


COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

Longevity Planning

Education Planning

Financial Planning

Retirement Planning

Get to know Our Team

Dane Bird Bio Image
Dane Bird, B.A, CIM®, FCSI®
Senior Wealth Advisor, Insurance Agent
Brandon Moore Bio Image
Brandon Moore, CIM®, CFP®, FMA, FCSI®
Senior Wealth Advisor, Associate Portfolio Manager

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Insights and Strategies

11/06/2024
Striking the Right Balance.
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Markets & Investing

Quarterly Market Update: US Election Edition

10/23/2024
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing

October 2024: Attempting to Stick the Soft Landing

10/22/2024
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing

Save taxes by timing donations strategically

10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning

Save taxes by donating securities in your "HoldCo"

10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning

Save taxes by donating securities "in kind"

10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Tax Planning
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