Discover how we take a complete approach to your wealth and help you achieve your financial goals.
Whether you are raising your family, approaching retirement, or growing your business, learn how we help clients with all aspects of their financial wealth. Through our comprehensive approach, we help Canadians with diverse needs through complete solutions.
We review every aspect of your financial situation to create solutions that work together to meet your financial goals.
We create tailored financial solutions for our clients across a broad range of financial products and services.
We bring over 100 years of combined experience in financial advisory, backed by a team of financial professionals.
Steve’s team – customer service and network of specialists in tax and legal matters – provide the knowledgeable and friendly service we want.
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
The level of service provided by Steve and his team is excellent.
Steve takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
I feel that Remy really cares, and gives my portfolio the consideration and attention it needs.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
Steve is incredibly energetic. Combined with his financial knowledge and attention to detail, I feel really confident about my financial position.
Norma went beyond the call of duty by notifying me that she suspected that my email had been violated. If not for her, my monies might have been accessed. I will never forget that. Just another reason for me to be very happy with you and your staff… thank you for taking such good care of me.
Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
By Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset...
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