Enriching and preserving our clients’ assets. We do this on your terms in ways that allow you to live for today confident that your future is on track.
Minimizing risk, maximizing opportunities.Our portfolios are primarily composed of high-quality, proven securities, safeguarded by multiple risk-management measures.
Listening, learning and executing. Taking the time to know you means that we are fully prepared keep your financial plans on track when changes occur, such as the birth of a child, a career change or selling a business.
Teaming up to simplify your life. We seamlessly integrate investments, taxes, education savings, estate planning and insurance into your wealth management plan.
Joel Kruzich identifies the mix of investments and financial services best suited to meet your needs today and in the future.
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - January 12, 2025
Ethos rewind: the year’s biggest themes
The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.
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Investor Strategy - January 2026
2026 Outlook: Questions on the year ahead
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Taxes
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
Podcast
Conversations on Wealth
Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.
Listen to the latest episodes