Driven by a mantra of care, trust and growth

Keeping your very best interests in mind are at the heart of our work each day.

Each individual has a unique vision of where they are going, and the desire to have their finances working to get them there. Our Advisors understand our clients' drive to achieve their dreams, to protect their families and to succeed in business. Unfaltering analytical minds, our advisors strive to find creative solutions for each client and situation.  

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being.  Supported by a team* of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth.

Driven by a mantra of care, trust & growth, we develop relationships based on trust and mutual respect. Through this strong working relationship, we create the direction for each client to achieve their goals.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.



*The Wealth Planning Group is a part of  Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Financial Corp.