Every life path is unique

Wealth is about more than money—it’s about the richness of your life. Whether you’re looking to launch a business, save for your children’s education or buy that beachfront cottage you always dreamed of, we help you realize your vision.

Find out why we’re different

We help you make your way.

We listen, then we talk. We gather the complete picture of your life circumstances, working with you to define a financial plan and put it into action—with the goal of sustained prosperity and financial security.

Complete wealth management services

  • Clear financial blueprints

    We work with you to define a complete plan that considers all your lifestyle goals and investment objectives—covering insurance, tax, retirement and estate planning.

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  • Strategic investments

    As independent financial consultants we have the freedom to invest your money where we think it will grow best—which is why our overall rate of return is higher than average.

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  • Added value at every step

    We communicate routinely and provide active coaching and guidance as a partner in your financial journey, referring you to other professionals like lawyers and accountants to round out your team of trusted advisors.

    We offer resources to help

Get to know how we think

The latest from our blog

November 8, 2019 Mutual Fund Figures

Posted by Donna Richardson on November 8, 2019

Begin by clicking the "Read the full post" button. Click here to load the Globe and Mail Watchlist PDF with November 8, 2019 figures. You will need Adobe Acrobat Reader to view the document. Click here to download if the PDF does not load.

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Donna Richardson

We are proud to announce Donna Richardson’s new designation as a Certified Divorce Financial Analyst® (CDFA).

Click here to learn more.

The role of the CDFA® is to help both client and lawyer understand how the financial decisions made today will impact the client’s financial future, based on certain assumptions.

A CDFA® is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. The CDFA®: