With more than $10 Billion in assets under administration across Canada, we value being an independent firm that always puts the best interests of our clients first.
Through years of experience, our advisors are able to recognize each client’s unique goals and provide honest guidance, customized planning solutions and desired results.
Our clients can invest with confidence knowing the National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures safe custody of all assets and performs our back-office services with the security of a Schedule 1 bank.