Turning advice inside-out .
Serving high net worth professionals, successful business owners, family-oriented & philanthropic individuals seeking strategic investment and financial planning advice.
old world views
modern approach
You have different needs, dreams & goals
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What is your personality style?
Conservative, Adventurous, Disciplined, Methodical, Spontaneous, Cautious, Individualist
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What are your lifestyle needs?
Travelling? Focus on retiring? Enjoying your life? Looking after the grandkids? Expanding your business? Building a legacy? Passing on your business?
We are committed to providing you genuine, bias-free, investment and financial planning advice through all life stages.
our focus is on YOu
Your Life. Our Community.
Life’s most precious asset is time. We give you time.
Philosophy
A hands-on experience with clarity and guidance so you can be where you want to be
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Your
foundationLike building blocks, we carefully stack your intentions and personal preferences, fitting and placing them together to establish your foundation.
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The
horizonThe horizon for what is possible extends to all possibilities. We focus on where you want to be.
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The
road aheadPast is old, future is new. Clarity and certainty establish signposts on the road that will get you there.
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The
right pathYour vision brings forward the big picture. We keep you focused to think big things and do small things that will take you there.
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guidance & direction
Some talk to you in their free time. And, some free their time to talk to you.
Philanthropy.
Intangible rewards. The very centre of our purpose. We take the time.
Extending relationships
beyond the ordinary
Our professional team has over 60 years in combined wealth, estate and financial planning expertise.
Winner of Ottawa West Small Business of the Year 2015 voted by our community.
Collaboration.
Collaboration between disciplines.
We unite with purpose.
Testimonials
Contact
Don’t hesitate to contact us.
Kanata, Canada, K2L 3H1 T 613-591-0337 F 613-591-0338 M-F 8:30 AM - 4:30 PM Weekends Closed