What we do

Central to our investment advisory practice is the one-on-one relationship we build with each client.

That relationship is based on personal rapport, mutual respect and trust.

  • We do not sell products. We offer long-term solutions – as a service to our clients on a fee basis – designed to build and protect wealth.
  • A wide and powerful range of financial planning, portfolio advisory services, and will and estate planning capabilities, support our practice.
  • We are backed by a powerful range of resources available to us – and to you – through Scotiabank, ScotiaMcLeod, and Scotia Wealth Management.

Disciplined and systematic, we are a team of dedicated investment professionals committed to the delivery of exceptional investment performance using a total wealth management approach.

Our retirement plans