ASSOCIATES

Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Our clients and their families are at the heart of everything we do, every day... More and more, we are working with clients who do not wish to fully retire. A passion project, or flexible vocation allows them to enjoy the freedom of retirement with the engagement of continued professional purpose. I am one of the new breed of retirees and it has helped me relate and connect with many of our clients. I too, wish to avoid the anxiety that market volatility and risk can bring when managing our nest egg... Our clients do not need to choose between convenience and specialized advice. Your wealth represents a life of hard work, and our practice is designed to allow you to live the life you worked for while having your financial affairs closely managed.

Primary location: Etobicoke