We believe that we can build wealth for our clients by focusing on high-quality, attractively valued securities over the long term. We follow a conservative, value-oriented, disciplined investment approach with an emphasis on downside protection.

In our view, long-term wealth is built not only by participating in up markets, but also by protecting wealth when the market inevitably works through its cycles.

Our expertise includes:

  • Life Annuities
  • GIC’s
  • Segregated Funds
  • RRSP’s and RRSP Loans
  • RRIF’s, LIF’s, and LIRA’s

Contact us today for a free quote or fill out our contact form to help us get started today.