Is your portfolio weathering the coronavirus?

A diversified portfolio beyond public equities can help you to manage volatility and risk.

You might have unclaimed money waiting for you.

There is an "Uncashed cheques" section in your CRA account, and this is how you access it.

Our expertise extends well beyond just the numbers.

Integrated financial and tax planning that considers your personal and family needs now, and in the future.

Protect your family and your estate with an estate plan.

Proper estate planning can allow you to retain more of your assets, protect your estate and leave a legacy for your family.

As your needs evolve, so should your insurance.

We can help make all of your bookkeeping very, very easy.

With our virtual line, you can have access to all of your bookkeeping and business needs anytime, anywhere, from almost any device.

Are you eligible for the Caregiver Credit?

If you are caring for an infirm parent or adult family member, you may be eligible for the Caregiver Credit.

Is your portfolio due for a checkup? It’s free.

​You schedule an annual checkup with your doctor, but do you take your finances just as seriously?