Grow Your Wealth Pay Less Tax and Protect Your Family Legacy

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Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft solutions using our expertise and prudent management approach. For years we’ve offered individuals and institutions alike a higher degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to raise the bar when it comes to your financial affairs.


COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

Longevity Planning

Education Planning

Financial Planning

Retirement Planning

Get to know Our Team

Dane Bird Bio Image
Dane Bird, B.A, CIM®, FCSI®
Senior Wealth Advisor, Insurance Agent
Brandon Moore Bio Image
Brandon Moore, CIM®, CFP®, FMA, FCSI®
Senior Wealth Advisor, Associate Portfolio Manager

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
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Tax Planning
You’ve worked hard to save for retirement and now it’s time to turn those savings into income.
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Retirement & Estate Planning
Explore our tax cards.
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Tax Planning
Structuring your finances for tax efficiency is a critical part of any financial plan. Even small adjustments can help you keep more of what you earn and grow your wealth faster.
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Tax Planning
A lasting legacy doesn’t happen by accident.
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Tax Planning
Keep more of what you earn through proactive, personalized strategies.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
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Markets & Investing
Review the latest Insights and Strategies.
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Markets & Investing
Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes.
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Tax Planning
Planning for a child’s future education?
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Tax Planning
Buying your first home is a big milestone and saving for it can feel overwhelming. That’s where the First Home Savings Account (FHSA) comes in.
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Tax Planning
Whether you are just starting to think about retirement or already planning for it, a Registered Retirement Savings Plan (RRSP) is a smart, tax-efficient way to grow your savings.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Review the latest Insights and Strategies.
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Markets & Investing
On November 4, 2025, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal budget for the 2025-2026 fiscal year.
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Tax Planning
November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
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Life Events, Lifestyle & Technology
When you’re setting money aside for your future, Canada offers three powerful registered accounts.
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Tax Planning
Making sense of competing priorities.
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Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
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Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Build a legacy by supporting what matters.
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Life Events, Lifestyle & Technology
It’s a privilege to be able to support the causes and communities that matter most to you.
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Life Events, Lifestyle & Technology
Giving back is one of life’s most rewarding experiences, and it’s even more meaningful when shared with family.
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Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Is your insurance still working for your life, your goals, and your legacy?
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Life Events, Lifestyle & Technology
Permanent life insurance provides options.
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Life Events, Lifestyle & Technology
Life insurance can be a valuable estate planning tool when used strategically.
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Life Events, Lifestyle & Technology
Life doesn’t stand still—and neither should your insurance.
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Life Events, Lifestyle & Technology
Review the latest Insights and Strategies.
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Markets & Investing
Trump turns up the heat on Canada, raising tariff threat to 35%.
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Markets & Investing
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
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Markets & Investing
Review the latest Insights and Strategies.
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Markets & Investing
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
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Retirement & Estate Planning
Protect your family and your legacy.
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Retirement & Estate Planning
Preparation today secures tomorrow.
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Retirement & Estate Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Trade war skirmishes continue.
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Markets & Investing
Fast takes on market trends.
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Markets & Investing
Court rules against IEEPA tariffs, but the trade war is certainly not over
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Markets & Investing
The dual benefits of insurance.
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Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
Watch Video
Life Events, Lifestyle & Technology
A stable option for your financial plan
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Life Events, Lifestyle & Technology
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
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Tax Planning
Protect and enhance your wealth.
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Life Events, Lifestyle & Technology
Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.
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Life Events, Lifestyle & Technology
Fast takes on market trends.
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Markets & Investing
Are we past peak 'shock and awe'?
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Markets & Investing
Liberals win 4th term - looking at market performance under various governments
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Markets & Investing
Watch our latest Client Insights webinar.
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Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
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Markets & Investing
Examining how markets perform through economic contractions
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Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
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Markets & Investing
The week after liberation day takes markets on a roller coaster ride
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Markets & Investing
Fast Takes on Market Trends
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Markets & Investing
Liberation day tariff package hits hard around the world.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
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Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
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Tax Planning
The sale of a business opens multiple options in retirement.
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Retirement & Estate Planning
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
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Life Events, Lifestyle & Technology
A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.
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Life Events, Lifestyle & Technology
Fast Takes on Market Trends
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Markets & Investing
The tariff threat train continues to roll.
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Markets & Investing
On March 4, 2025, British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2025/26 budget.
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Tax Planning
International Women’s Day (IWD) provides an opportunity to recognize the achievements of women across all aspects of life while advocating for gender equity.
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Life Events, Lifestyle & Technology
On February 27, 2025, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2025 budget.
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Tax Planning
On February 18, 2025, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2025-26 budget.
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Tax Planning
Owning a U.S. property and travelling south to enjoy the sunshine...
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Tax Planning
Watch our latest Client Insights webinar.
Watch Video
Retirement & Estate Planning
Tariffs continue to cloud an otherwise good outlook.
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Markets & Investing
Fast Takes on Market Trends
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Markets & Investing
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
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Retirement & Estate Planning
Is there a downside?
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Tax Planning
Navigating the unfolding trade war.
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Markets & Investing
Charitable giving has the power to create a lasting impact. 
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Retirement & Estate Planning
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