We work together to achieve your goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Our team of experts
Senior Wealth Advisor & Portfolio Manager
Associates & Partners
Christine King, J.D., TEP
Senior Advisor, Estate Planning
National Bank of Canada
Ashim Khanna
Senior Advisor, Financial Planning & Advisory Services
