Our Clients


Our clients include young families just starting out, with modest to high family incomes, small to medium sized business owners, and successful retiree’s with a desire for predictable income in their later years. We’re here to help you build an investment portfolio that we can all be proud of. Our clients are every-day, hardworking, proud Canadians. Like you, they want an alternative to what they see as confusion and complexity in their financial futures. We feel that they really appreciate dealing directly with a Portfolio Manager, and not a commission-driven Investment Advisor that is part of a huge, publicly-traded, financial institution where shareholder performance (which means they have to make as much money as possible in fees) is the bottom line.

Would you like to unBANK Your Financial Future™?