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


The Big Picture - Volatility Accompanies COVID-19 Pandemic

Jun 8, 2020

In this latest issue of The Big Picture, Richard Wylie addresses the turbulence of the markets due to the recent COVID-19 pandemic. Not only are investors concerned about the impact…

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Wealth Matters Webcast - June 3 2020

Jun 3, 2020

This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Laurel Durkay, Senior Vice-President and Portfolio Manager at Cohen & Steers Inc. Laurel…

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Portfolio Construction Newsletter - May 2020

Jun 1, 2020

May's addition of the Portfolio Construction newsletter is titled "The Covid-19 Pandemic - Where Are We Now?". Written by one of our lead portfolio managers Alfred Lam he digs into…

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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.