Meet Our Team
Our team has over 30 years of experience managing the wealth of families in the Kitchener – Waterloo area. We strive to deliver a smoother experience for our clients. We aim to participate during market rallies and preserve capital during times of market volatility.
Being a family run practice provides a team dynamic that is unique and beneficial to you. It enables us to provide you consistent management and longevity that will last decades.
We offer everything you will need to properly plan for the future:
- A proven consistent wealth management strategy using our Yield Objective.
- A reasonable and fully transparent fee structure
- Full range of investment accounts including
- Registered Retirement Savings Plan (RRSP)
- Registered Retirement Income Fund (RRIF)
- Registered Education Savings Plan (RESP)
- Tax-Free Savings Account (TFSA)
- Canadian & US Investment Accounts
- Wealth & Financial Planning Services.
- Insurance & Estate Planning Services
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger
