A breadth of services to serve a variety of needs

What we’ve learned most of all along the way is that helping people is really the number one thing we do well. It’s not about us. It’s not about the markets. It’s about clients like you. As seasoned professionals, we have certainly accrued years of financial wisdom and experience, but that only really matters if the guidance and advice we provide is right for your life.

Helping you make sense of your money, explaining things in straightforward terms you can understand, devoting ourselves to doing what’s best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that’s how we plan to make a difference in your life.

A stable option for your financial plan
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Life Events, Lifestyle & Technology
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
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Tax Planning
Protect and enhance your wealth.
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Life Events, Lifestyle & Technology
Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.
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Life Events, Lifestyle & Technology
Fast takes on market trends.
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Markets & Investing
Are we past peak 'shock and awe'?
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Markets & Investing
Liberals win 4th term - looking at market performance under various governments
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Markets & Investing
Watch our latest Client Insights webinar.
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Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
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Markets & Investing
Examining how markets perform through economic contractions
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Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
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Markets & Investing
The week after liberation day takes markets on a roller coaster ride
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Markets & Investing