Managing Your Portfolio


We manage your portfolio. It is not enough to buy and sell investments. Our role is to manage a portfolio that is diversified across asset classes and sectors and to mitigate risk and maximize opportunities over a full business cycle.



Building Wealth


We empower you to reach specific goals by establishing long-term financial growth. 

Wealth creation is probably the most fundamental function that we have - there is no managing or planning without financial assets. The world is overflowing with "investment opportunities". 

Our role is to know what to buy, when to buy, and when to sell.


Planning for the Future


We plan your future. It's good to make money, but it's better to make money towards a purpose. We work with you and your family to ensure that your future is secure and prosperous.


Recent Posts

Changing Gears: Outlook for 2020

Dec 13, 2019 - Delwin Graham

The current year is drawing to a close, and we are tempted to provide a market prognostication for the next year. There is risk involved because the future is almost never how we imagine it to be....

The Story of A & B (and Their Kids C & D)

Nov 28, 2019 - Jeff Haggerty & Delwin Graham

Being that November is financial-planning month, we asked Jeff to provide us with an advanced case study to illustrate the typical clients he sees and the solutions he offers....

Cannabis in Canada: What Happened?

Nov 13, 2019 - Delwin Graham

Scandals, sluggish earnings, and executive shakeups have replaced the soaring expectations of a year ago with caution, if not apathy....