Est. 2009 · Winnipeg, MB Serving Canada coast‑to‑coast

Capital, carefully considered.

Independent, fee-based wealth advisory for individuals, families, and owner-operators. We build portfolios that compound quietly — without the conflicts of commissioned advice.

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$287M+ Assets under advisement
1,000+ Client households
27 yrs Of advisory practice
Sample portfolio overview Illustrative only
$1,247,830 9.4% YTD
Global equities
62%
Fixed income
28%
Alternatives
10%
Fee: 1.00% AUM · Rebalanced Q1 2026 · Risk: Balanced Growth
Registered & Regulated
FP Canada CFP® CFA Institute CFA CIRO Member M‑7741 Manitoba Securities MSC CIPF Protected CIPF
Est. 1999

Fee-based. Fiduciary. Independent.

We are a Winnipeg-based practice serving Canadian families and owner-operators. One transparent annual fee. One named advisor. One fiduciary duty — to you, by contract.

$287M+
Assets under advisement
1,000+
Client households
27 yrs
Of advisory practice
Begin the conversation

A 45-minute call. No data, no documents,
no obligation.

Accepting a limited number of new advisory relationships each quarter. If your situation is a fit, we'll say so.

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