We are an experienced team of progressive thinkers, at the most progressive investment firm in Canada. Our clients appreciate our focus on protecting capital, achieving consistent returns, and compounding wealth. We have utilized this philosophy to develop a financial planning and investment process, which will help you achieve your financial goals.
Contact us today to discuss how we can help you. Protect. Grow. Compound.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
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Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - October 20, 2025
Stick to the math
Sometimes, the best opportunities come not from chasing a story, but from stepping back and recognizing the value in what’s been overlooked.
Investor Strategy - October 2025
Defying gravity
At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of striking out or giving back too much of the gains, in case market gravity kicks in.
Canadian Forex
Foreign Exchange
Our clients get access to exclusive discounts and preferred service on foreign exchange transactions. We have partnered with CanadianForex to help our clients transfer money overseas easily, safely and efficiently. Register for this service or visit our Foreign Exchange page for more information.