Our Approach


In order to help you realize your goals and objectives, address issues and take advantage of opportunities, we believe that a comprehensive approach to managing your wealth is most appropriate.

This involves addressing all aspects of your affairs that can have a financial impact.

The three key components of comprehensive wealth management are:

  • Investment Management
  • Portfolio Construction
  • Wealth Planning

One of the benefits of using our process is the exclusive access to the Wealth Planning Group of United Financial, a division of CI Private Counsel LP. The group is comprised of tax accountants, lawyers and wealth planners. They are specialists in the wealth planning area and will assist us in providing a comprehensive wealth planning service and recommendations that will benefit you most.