Serving Clients Across Canada

Conveniently located in Barrie, Ontario


Give Us a Call

At 705-812-2168 or
toll-free at 1-866-247-1593


Our clients have a significantly different experience than most Canadian investors. They benefit from our commitment to:

  • Client best-interest advice
  • Global, diversified investment strategy
  • Tax efficient investment planning
  • Cost reduction
  • Risk discipline

Why not give us a call? Let us show you how our commitment – every dollar matters – means we help you maximize the value of every dollar invested with us.