Join us in supporting your community through the COVID-19 Emergency Relief Fund

Join us in supporting your community through the COVID-19 Emergency Relief Fund

Providing you with a clear path forward for your financial future.

Our approach meet the team

We bring clarity to all aspects of your financial world with comprehensive professional advice.

Each client’s situation is unique and requires a customized solution. We work to bring experience and expertise to every area of your financial world while tailoring solutions that are truly unique to you.

Holistic Approach

Our Expertise

For over two decades, our team has provided high-quality wealth management services to clients across Canada.

About Us

Latest News


May 22, 2020

I hope that all is well with you and your family as we move into warmer weather and the gradual easing of lockdown restrictions. Below you will find a summary…

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Market Update - May 15 2020

May 15, 2020

With plans for a gradual lifting of pandemic restrictions now in the frame, we hope that you and your family are keeping well and finding ways to adjust to the…

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Health & Wealth Matters Webcast

May 13, 2020

On May 7, we hosted a webinar featuring two experts on health care and capital markets: Jeff Elliott, Vice-President, Portfolio Management and Portfolio Manager, Signature Global Asset Management and Sandy…

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What our clients are saying.

Get to know what our past clients have to say about our services.

  • "Mark takes the time to understand your unique situation and then takes great care in presenting options." ~ R.T.

  • "Mark ensured that we were comfortable and that we understood what lay before us." ~ R.T.

  • "Having a financial plan has given us confidence and peace of mind." ~ R.T.

  • "Mark has the insight and resources to provide creative solutions to our families' financial goals." ~ R.T.

  • "Working with Mark as our Financial Advisor for the past 16 years has been a pleasure." ~ K.I. & S.I.

  • "Mark is very knowledgeable and works very hard for you." ~ K.I. & S.I.

  • "Having a financial plan in place gives us peace of mind." ~ K.I. & S.I.