November 15, 2024: Dear clients, please note that we’ve assessed our business with the current Canada Post strike and have determined there is no disruption in our services to you. Reach out to your advisor if you have any questions.
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Secure your future and theirs

Whether tending to your loved ones, your business or your philanthropic endeavours, managing the complexities of your life requires deep understanding, personalized solutions and honest counsel. 
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Our insights

Gary and his family
Presence is the best present
In this heartfelt piece, Gary Leung shares his personal journey of celebrating Christmas through the years. From his childhood memories of simple, heartfelt traditions to his current experiences with his own family, Gary reflects on the true meaning of the holiday season.
Grandmother holding her grandson in the snow
From grief to growth: financial clarity and wellness for widow(er)s and their families
The sudden passing of a partner is an immense challenge. Being financially prepared can make a world of difference for a surviving spouse and their family. Discover how to build a foundation of confidence and clarity to handle financial challenges after loss.
Future-proof your family – engaging Gen Y and Z in financial literacy
Financial literacy isn't just about managing money—it's about empowering the next generation with the tools for independence and long-term security. Learn how engaging Millennials and Gen Z in financial education can help build a resilient and prosperous family legacy.
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Events

Whether in-person or virtual, we believe in the power of human connection. We deliver events that are impactful and time well spent.

Did you miss it? We recently hosted a special virtual client event, Are we there yet. Our in-house investment team shared insights and helped clients find their way to the ‘finish line’ through the market’s ups and downs. Click here to learn more.