Planning For
- Business Owners
  - - - Business Owners
        
        Sole Proprietor
        
        Incorporated Business Owners
        
        Business owners face financial complexities. We understand how to integrate personal and business objectives for sole proprietors and incorporated business owners.
        
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- Professionals
  - - - Professionals
        
        Professionals
        
        Incorporated Professional
        
        Professionals have duties and obligations defined by their registration, regulation, and licensing. We understand how these additional responsibilities impact your financial choices.
        
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- Families
  - - - Families
        
        Families
        
        Relationship Transitions
        
        Families face a wide range of financial issues as they navigate stages of life and pursue financial stability and long-term goals.
        
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- Women and Wealth
  - - - Women and Wealth
        
        Women face unique financial challenges that stem from life circumstances, roles, and responsibilities. So having the confidence to make financial decisions for a secure future is important.
        
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Who We Are
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Chartered Investment Manager (CIM®)

The Chartered Investment Manager, granted the Canadian Securities Institute, is the investment industry standard for wealth management professionals to develop personalized portfolios and provides advanced knowledge of investment strategies.

Business Owners

Professionals

Families

Women and Wealth

Chartered Investment Manager (CIM®)

Who We Are

Planning For

Contact