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Your Success is a Team Effort

We’re driven by the idea that the best outcomes result from diligence, humility, and expertise.

Award winning because of our clients

We strive to constantly evolve to provide the best advice and services to our clients.

A process designed to put our clients first

More than investment managers, we help our clients solve problems.

Over 100

years of combined experience

17

market corrections navigated

Over 300

households served

95

client satisfaction rating*

*Absolute Engagement – Client Survey – 2023

Meet The Team

BA, FCSI®, CIM®

Senior Portfolio Manager

Senior Investment Advisor

B.Comm., CFA

Portfolio Manager

Investment Advisor

CFA, CFP®

Senior Wealth Planner

Associate Investment Advisor

CFA

Associate Investment Advisor

Senior Investment Associate

Senior Investment Associate

Investment Associate