We strive to give exceptional service and care to our clients and their families. With decades in practice, we know investing is wonderful when done well. Put your trust in us and benefit from our experience.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
With over two decades of experience investing, lending, and insuring, Simon helps by putting people and families first.
Mid-Year Market Update With Dr. James Thorne – June 8, 2021