Properly caring for your money means caring for you too.
Focus on You
As wealth managers, our goal is to ensure that you, your loved ones and your money are well taken care of. Sitting down with you to develop a clear, personalized financial plan and creating comprehensive, transparent investment portfolios allows us to focus on who you are and what you want for your life.
Knowledgeable Alignment
Know that you money is being nurtured by highlly qualified and educated wealth managers who care for you like family. We invest right along with you in the exact same stocks and portfolios. You will be able to rest easy knowing that you're never alone.
Covering all the Bases
From financial planning to portfolio management to estate planning, tax strategies and insurance, our team of experts works hard to provide you with integrated solutions for all of your wealth management needs.
Safety First
We follow the rigorous ethical standards of the Chartered Financial Analyst® Institute, Canadian Securities Institute and the mandates of National Bank of Canada. We are IIROC regulated and our decisions are informed by both the Inclusion and Diversity Guidelines and the Environmental, Social and Governance Advanced Policy of National Bank.
Our team of experts
Senior Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager
