Asset Management

Asset Management is the direction of all or part of a client’s portfolio by a financial services institution, usually an investment bank or an individual. Institutions offer investment services along with a wide range of traditional and alternative product offerings that might not be available to the average investor. – Investopedia

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Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live…
Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live…
We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never…
We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are…
Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related…
Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so…
who we are

Meet Our Team

Graham Roy<small> CIM<small>®</small>

Graham Roy CIM®

Portfolio Manager & Financial Advisor
Thomas Cook<small> B.Sc, CFP</small>

Thomas Cook B.Sc, CFP

Certified Financial Planner
Ben Rivard<small> CPA, CA, CIM®</small>

Ben Rivard CPA, CA, CIM®

Financial Advisor
Tyler Smith

Tyler Smith

Financial Advisor