Invest with experienced guidance

We provide clients with peace of mind by effectively managing their financial affairs.

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we have had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. This includes cross border tax and financial planning, and investing for professionals in both Canada and the USA.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Thoughtful advice craftedjust for you

Collaboration reveals your needs, wants and wishes

Your goals become ours

Brian Bowes Bio Image

Brian

Bowes, CPA, CMA, CFP®,CIM® Branch Manager, Portfolio Manager, Insurance Agent
Volney Narcisse

Volney

Narcisse Branch Administrator
Amanda Gomes Bio Image

Amanda

Gomes, CFP Financial Planner
Jim Voudouris Bio Image

Jim

Voudouris, CPA, CGA Associate Financial Advisor Insurance Agent
Zach Schenk Bio Image

Zachary

Schenk, CIM® Trading and Research Specialist
Headshot of Jeff Johnson

Jeff

Johnson Financial Advisor
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham