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Managing My Wealth

You’ve Grown Your Wealth. You Deserve Specialized Support.

Your needs as a wealthy investor or institution require in-depth understanding, care and a relentless focus on delivering expert counsel you can be confident in to deliver the results you need. As a seasoned investor, you want the confidence that your established wealth is working hard for you.


Our award-winning financial planning team will collaborate with you, and all your trusted advisors, to deliver the specialized expertise your portfolio and plans deserve.


Work with a team you can trust to:

  • Manage Your Wealth
  • Establish Plans With The Flexibility To Change As Your Life Does
  • Ensure Tax-Efficient Investing
  • Protect Your Wealth
  • Establish Your Retirement Portfolio
  • Plan For Your Estate

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?Did You Know

We proudly offer Responsible Investing (RI) solutions which offer competitive returns while making a positive impact on people, companies and the environment, including NEI Investments.


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Legal Stuff:

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.

The advice on our website is prepared without knowing your personal objectives, financial situation or needs. Before you act on this or any advice, please consider if it's right for you, and reach out to our teams to help determine if the product is appropriate for you. Legal Terms of Use apply.