A certification of skill – a commitment to serve

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

We are honoured to be included on the 2022 list of Canada's Top Wealth Advisors– Best in Province list, which is administered by Report on Business magazine and SHOOK Research. We want to thank our clients' for entrusting our team to help them achieve their financial goals.

Cross-Border Clients

Cross-Border Clients

06/10/2018
Unique solutions for Americans and Canadians.
Niches
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Non-Profits

Non-Profits

06/08/2018
Expertise to support the unique needs and goals of non-profits
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Pedro

Ribeiro, CIM®, FCSI® Portfolio Manager
Maria Headshot

Maria

Ayles, FMA Wealth Manager
Chris Headshot

Christopher

De Sousa, CIM® Associate Portfolio Manager
Tracy Headshot

Tracy

Andrade Associate Wealth Advisor
marci headshot

Marci

Paquete Client Service Specialist
Sue bio

Suzanne

Ribeiro Client Service Coordinator
Paul Thomas

Paul

Thomas, CFP®, FMA®, CIM®, FCSI® Financial Planner
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki
Sophisticated wealth management