You are a financial planner…

With our previous IIROC-licensing and private banking backgrounds in wealth management and tax, estate, and credit planning, we’re highly versed in your field. We respect the parameters of your clients' financial plans while enhancing aspects of them wherever possible or desirable, such as leveraging their existing equity to invest.

We can also place your clients' mortgages with monolenders. Often offering the best rates and products, monolenders eliminate the risk of banks absorbing too much of a portfolio's assets.

In our private banking days, we served as our clients' quarterbacks, and we referred them to the appropriate niche experts to address their every need.

Now, you're that quarterback, and we're those niche experts — and we’re determined to add value to your clients' portfolios as you enrich their futures.