Discover how we take a complete approach to your wealth and help you achieve your financial goals.
Whether you are raising your family, approaching retirement, or growing your business, learn how we help clients with all aspects of their financial wealth. Through our comprehensive approach, we help Canadians with diverse needs through complete solutions.
We review every aspect of your financial situation to create solutions that work together to meet your financial goals.
We create tailored financial solutions for our clients across a broad range of financial products and services.
We bring over 100 years of combined experience in financial advisory, backed by a team of financial professionals.
Norma went beyond the call of duty by notifying me that she suspected that my email had been violated. If not for her, my monies might have been accessed. I will never forget that. Just another reason for me to be very happy with you and your staff… thank you for taking such good care of me.
Steve is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
Steve is incredibly energetic. Combined with his financial knowledge and attention to detail, I feel really confident about my financial position.
Steve has an eye for detail…thankfully. He caught some important fine print and saved us a lot of money.
Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
For all the times you go the ‘extra mile’ for me, I am truly grateful.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
Remy always listens very carefully to what I have to say, and asks the right the questions.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
By Stephen Lingard, MBA, CFA, SVP, Co-Head of Multi-Asset, CI Global Asset Management Since the pand...
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management an...
North American stocks plunged at the start of the month after Donald Trump unveiled a far-reaching a...
A donor-advised fund (DAF) is a flexible charitable vehicle you can use to flow donations through to...
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