Elite Service. Financial Advice. No opportunity wasted.

Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products. This helps us guide our clients on the best path to grow and protect wealth according to your own aspirations, with no opportunity wasted. Like any great advisor, it’s not about us – our spotlight is directed firmly on you as we offer critical and timely support that allows you to reach your customized goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Investment Strategies

Business Planning

Longevity Planning

Education Planning

Cross Border Services

Get to know Our Team

brad ginet
Brad Ginet
Senior Wealth Advisor and Principal
kelly gustafson
Kelly Gustafson
Senior Business and Innovation Manager
Adrian Stanca
Adrian Stanca
Associate Wealth Advisor
Jeff Goldmintz
Jeff Goldmintz
Associate Wealth Advisor
kim mcgrath
Kim McGrath, B.A.
Licensed Insurance Representative
jill palomares
Jill Palomares
Financial Assistant
Sam McCullagh
Client Service Coordinator

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Key Person Insurance: How to Recruit, Retain and Reward Great Talent

03/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology

Charitable Donations Through Your Corporation

03/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology

How to Manage Debt Efficiently

03/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology

Business Succession Planning and Personal Estate Planning

03/24/2023
Running a business on your own can be difficult, let alone a family business. Like any business, running a family business has its rewards and challenges.
Life Events, Lifestyle & Technology

Portfolio Strategy

03/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing

Men, the Home and Gender Equity

03/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

03/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing

Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

03/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing

Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

03/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor

Insights and Strategies

03/01/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing
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