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Building My Savings

 

 

Confidence in the future starts with sound planning today.

Feeling confident about the future comes from knowing where you stand now and how to get where you want to be. Everyone has a dream — perhaps it’s to travel through retirement, or to start-up a new business endeavour, to grow your portfolio, to retire early, or perhaps it’s savings for your children’s post-secondary education and futures.

Whatever it is, the secret to making that dream a reality starts with a values-based financial plan, and a relationship you can trust. Our team practices ethical

Dream big. We’ll help you get there faster with guidance and planning support to navigate your options for:

  • Tax-Efficient Investing
  • Protecting Your Wealth
  • Do-It-Yourself Online Investing
  • Professionally Managed Assets and Diversified Portfolios, including:
    • Stocks Options
    • ETFs
    • GICs
    • Mutual Funds - including socially responsible investing options
    • IPOs
    • Bonds
  • Estate Planning

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?Did You Know

We proudly offer options for socially responsible investments which offering competitive returns while making a positive impact on people, companies and the environment, including Meritas SRI Funds and OceanRock Mutual Funds.

 

Book An Appointment

1

Full-Service Advice


Enjoy a high-touch experience, driven by a team who puts relationships first. We look at your entire financial portfolio and build personalized value-based plans tailored to your needs, your lifestyle, and your goals.

2

Mutual Funds


When you’re looking for the possibility of a greater return on your investments, explore our mutual funds offered through our partners at Qtrade.

3

Online Investing


We’ve partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers.

The Legal Stuff:

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. 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.