Personalized support
How can our expert team help you grow and protect your wealth?
We are a team of highly qualified investment professionals with many years of experience in wealth management. We leverage the expertise of each team member to ensure our clients are provided with the best possible financial advice and solutions.
Who We Are
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
We believe that our duty and relationship extends beyond just you, and includes ensuring that your entire family and all those that you care about are taken care of as well. This means starting children and grandchildren early, with their own accounts and their own financial plans.
In 2022, Todd MacKenzie was recognized Best in Province in the Ontario region in Canada’s Top Wealth Advisors.
What We Do
As the financial services industry continues to evolve, we have too,
adding more customized services, strategies and products for our
clients. This includes a larger focus on financial and estate
planning to build a legacy for your money.
Although our experience, education and knowledge does set us apart within the industry with regard to investment and portfolio management, we also bring financial, estate, and tax planning experience and resources to our clients, to complement your investment portfolio. By bringing these various services together, we can ensure that your portfolio is built to suit you perfectly.
Portfolio management
Financial planning
Estate planning
Tax planning
Insurance
Banking solutions
Philanthropy
Do you have a question?
If you are already a client with us, we would love to take a moment to catch up with you to review your wealth management plan and reassess that all of your priorities and goals are still aligned.
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