It’s your plan. We help you manage it. 

Your financial plan showed you how to get on track with your finances. Now wealth management can help you stay on track.

Your financial plan showed you how much to save and invest. Wealth management helps you – year after year – build your wealth and track your progress.

Your financial plan answered your big money questions. Wealth management is here to help you with the ones that arise year after year.  

Now you have your financial plan, we’ll invest your money in quality investment funds and help keep you on track. You can tweak it at any time. 

 Growing Your Wealth

Growing your wealth is more than picking the right investments and targeting investment returns. 

Your ability to grow your wealth and achieve your most cherished aims and aspirations requires your commitment to implementing your comprehensive financial plan.

Growing your wealth requires you to think long term while taking  action today. 

Retire from retirement planning by engaging our Wealth Management Services. 

Investing Your Money

Investing isn’t the goal. Achieving your most cherished aims and aspirations is. Your money is invested in quality assets that matches your risk profile. Our best in class asset allocation models inform the quality investment funds chosen on your behalf.

Markets will go up and down. With Wealth Management, you now have access to a team of experienced and dedicated investment specialists second to none. Available year round to help you with investment advice, tax know how and guidance to help you stay on track.  

 Put Your Money to Work 

With Wealth Management, you’ll experience a caring and thoughtful approach.

The fee for all services including understanding your risk profile, establishing your asset allocation, professional investment management, a comprehensive annual review and investment progress report is determined by the assets you invest.

It’s your money. For this reason, there are no sales charges or annual account fees.

If the assets you invest through us are less than $500,000, you will pay the retail price for the investment fund. The industry refers to this price as the Management Expense Ratio or MER. We believe in transparency. We share with you the MER for each investment fund and aim for quality funds with competitive prices.

Personalized services tailored to your unique needs and a declining fee schedule is in place for clients with assets over $500,000.