Our founding partners and ownership group consists of some of Canada’s most experienced independent financial advisors. Founded in Winnipeg in 2005, we’ve been ranked as one of Canada’s fastest growing companies for six consecutive years by Profit Magazine.
The relationship between a family and their trusted Advisor is an important one. As our name suggests, we add value to this partnership by offering investment advice that reflects the individual goals determined by you and your advisor.
Our employee team also share ownership of the business which fosters a culture of accountability to you and your advisor.