Comprehensive Wealth Planning that makes a difference
Building, growing, and preserving wealth takes planning and vision. We’re committed to an unparalleled client experience.
Invested in your success
Your wealth is our passion. We believe comprehensive personal wealth planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you achieve your goals. We have the skills and experience needed to build a tailored wealth plan that’s as unique as you are.
Our advisors make all the difference
Our team is fully dedicated to your success at every stage—starting out, young family, established, or retiree.
In-person and remote options
Our office is conveniently located in Markham, Ontario. Can’t make it into the office? No worries – we’ve got you covered with remote options.
Our services
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Financial Planning
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Investment Management
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Tax Management
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Retirement Planning
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Estate & Trust Planning
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Private Client Services
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Business Succession
Meet our team
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Robert New
INVESTMENT ADVISOR
CIM®
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Nicole Loveman
INVESTMENT ADVISOR
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John Gleeson
SENIOR INVESTMENT ADVISOR
B.Com., CPA, CA, CFP®, TEP, FEA, CIM®, CLU
“A brilliant group of people that have done nothing short of miracles for our family. Their foresight, intellect, wisdom, and creativity have put us further ahead than we could have dreamed at this stage.”
— Tom C., CEW CLIENT
