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 ?

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Wealth Management

We consider wealth management as the overall management of all assets that includes your home, your cottage, investment real estate and other assets. Wealth management in our eyes is the proper combination of all assets to meet a families lifestyle and not just to maximize the return on your investment portfolio. We consider appropriate insurance to protect the family estate against taxes, liabilities and unforeseen events as part of the overall wealth management process. In some cases we may be able to offer you direct solutions or we work with your selected or other parties to find a complete solution.