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Recent Blogs

US Equities making record highs, Greece on the last straw and Oil stockpiles at an 80 year high what is next ?

Volatile oil prices and a strong economy - Is crude establishing a bottom ?

Are economies slowing down or is this just an economic readjustment

Canadian Dollar, and interest rates globally Where is this going ?



Our client's have diverse needs. Successful entrepreneurs require more than just investment management and, financial and estate planning. Many require capital financing, assistance with the sale of their company, or wish to acquire another business for their company. We can assist you and your company access to capital or in mergers and acquisitions. We offer an integrated approach by providing investment banking services as well as asset management and estate planning services to our clients. This gives us a better understanding and a closer relationship with our clients.