We have over 300 financial advisors in our organization. We have two offices in Ontario. We have more than $50 Million assets under Segregated funds.
we are licensed in Alberta, Manitoba and Ontario
All individuals should set up their Estate and Tax planning. With 75 years of combined experience, expertise, and knowledge, our team can help you with your Estate and Tax strategies. Kindly contact us at (416) 875-4969.
07/01/2026
Happy Canada Day
06/06/2026
04/01/2026
I will be a panelist at the OTU TSA event on April 02, 2026 from 6:30 pm to 8:30 pm. Location: 2000 Simcoe St N
Oshawa ON L1G 0C5
Canada. BIT BUILDING 2nd floor. Please join in.
03/24/2026
I received a nomination for Wealth Professional's Advisor of the Year for Tax & Estate Planning. Being nominated was a great privilege for me. For more details, see the link below. https://wealthprofessionalawards.ca/2026-winners-excellence-awardees
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| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |