MBA, CFP, CIMmore
Toll Free: +1 (800) 267-9345
Fax: (613) 239-2917
We provide investment advice to high net worth individuals and corporations through customized financial planning and personalized service, supported by our financial strength, advanced technology and our breadth of global resources and local expertise.
We work with our clients to identify their unique goals and objectives, develop a plan of action to attain those goals, employ appropriate investment and insurance vehicles to suit their needs and risk tolerance.