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.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Steve takes pride in his work – he’ll give us advice that serves our best interests ahead of his – every time.
Remy always listens very carefully to what I have to say, and asks the right the questions.
I really don’t think Steve and his team could do any more. I feel completely confident and financially prepared for the future.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
Steve is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
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...
Canadian stocks moved sideways until the final week of February and then fell before recovering some...
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