Our team of experienced advisors are dedicated to providing personalized and customized services to our clients. With our expertise and client-centric approach, we strive to build long-term relationships based on trust and transparency. Explore our services below and let us guide you on your journey towards financial well-being.

Private Capital

We can provide our clients with access to private investments through our registration with Raintree Financial Solutions. These investments encompass a wide range of securities, including private equity, private debt, real estate, commodities, and more. We can provide you with unique opportunities to diversify your investment portfolio and potentially enhance your returns. With our guidance, you can explore the world of private investments and uncover new avenues for wealth creation.

Some examples of private capital investments that we make available to our clients through Raintree Financial Solutions include Westbow Capital, Newlook Capital, Make Space Capital, ICM Asset Management, Centurion Asset Management, Avenue Living Asset Management, Turtle Creek, Durum REIT, and Lynx Equity.

Portfolio Management Referrals

Through our registration with Raintree Financial Solutions, we have the ability to connect clients with some of Canada’s leading portfolio managers including Newport Private Wealth, Lonsdale, Connor Clark & Lunn, Raintree Wealth Management, Harness Investment Management, Modern Advisor, and BCV Asset Management. These portfolio managers possess extensive expertise and resources to effectively manage investment portfolios on behalf of clients. We can provide you with valuable access to these trusted professionals to help you optimize your investment strategy and pursue your financial goals.

Financial Planning

We partner with financial planners to empower our clients and guide them toward a secure financial future. Our experienced team of financial advisors understands that everyone’s financial situation is unique, and we are committed to providing personalized strategies tailored to your specific needs and goals. Whether you are planning for retirement, saving for your children’s education, or seeking wealth management solutions, our financial planning services will help you make informed decisions and navigate the complexities of the financial landscape. With a focus on long-term success, we are dedicated to helping you achieve financial independence and enjoy peace of mind.

We utilize modern digital tools to help you see how different circumstances can affect your financial future. Trust us to be your partner in building a solid financial foundation and realizing your dreams.



We prioritize safeguarding your well-being and the interests of your family, business, and estate. To provide comprehensive protection, we have established a strategic partnership with an experienced insurance specialist who is well-versed in addressing various insurance needs. Whether it’s protecting your health, income, assets, or ensuring the continuity of your business, our dedicated insurance specialist will work closely with you to assess your unique requirements and recommend tailored insurance solutions. With their expertise, you can gain peace of mind knowing that you have the necessary coverage in place to mitigate risks and secure a more stable financial future. We are committed to helping you navigate the complexities of insurance, ensuring that every aspect of your life is safeguarded against unforeseen circumstances.

Take Control of Your Financial Future Today