What is your vision for your family, your business, your life and your legacy?

We understand that you have worked hard to accumulate your wealth, and we are here to provide sound advice and solutions to help you achieve a secure financial future.

Since 1998, the Wallace Investment Team has helped affluent individuals, professionals, business owners and their families navigate change, manage financial stresses, plan for retirement and transfer their wealth to the next generation. We are committed to helping you organize, protect and grow your assets, allowing you the time to focus on what is most important to you.

We believe that your tomorrow depends on what you do today.

Let us work with you to develop and maintain a comprehensive financial plan.

“Working together with Jaime has allowed us to educate ourselves and build a portfolio which makes sense for our financial success!”
-Brian and Erin Morley, Business Owners, VP of Morley Hoppner Limited and Owner of Erin Morley Interiors, clients since 2011
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“Jaime has been our family's advisor since 2001 and throughout the years, he has provided sound, valuable advice for our ever-changing needs. He has helped us to take a holistic, multigenerational view, not only managing our wealth but also the wealth of our children and grandchildren.”
- Timothy A. Dear, P. Eng. Former President of DEW, client since 2001
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“He has always taken the time to genuinely understand our needs, discuss the pros and cons of each investment decision and has helped us to move forward with our goals.”
-Donna-Lea Bowman and Joe Lorincz, clients since 2001
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