Rakesh Vijay Bio Image
Rakesh Vijay, M.Com., M.B.A, PFP
Senior Wealth Manager
Janis Parmar Bio Image
Janis Parmar, CIM®
Financial Advisor
Mudit Painuly Bio Image
Mudit Painuly, CFA
Paulson Ong
Financial Advisor

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Services we offer

Structured Solutions and Alternative Investments

Having access to structured solutions and alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labour. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

News & resources

Transferring the family business and estate planning

Transferring the family business and estate planning

05/16/2023
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning
Pay Off Debt with a Plan in Mind

Pay Off Debt with a Plan in Mind

05/16/2023
Strategies for minimizing interest payments and eliminating debt.
Life Events, Lifestyle & Technology
Ten Common Scams and How to Avoid Them

Ten Common Scams and How to Avoid Them

05/16/2023
Familiarize yourself with these common swindles, which often target retirees.
Life Events, Lifestyle & Technology
Financial Planning Myths

Financial Planning Myths

05/03/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
Insights and Strategies

Insights and Strategies

05/01/2023
We rely daily on simple rules to navigate the world around us.
Markets & Investing
Asset Allocation Quarterly

Asset Allocation Quarterly

04/20/2023
The waiting game accurately depicts the current investment backdrop, as many investors are choosing to defer their investment decisions and await additional information before diving in.
Markets & Investing
Navigating the Current Economic Landscape: Opportunities and Challenges for Investors

Navigating the Current Economic Landscape: Opportunities and Challenges for Investors

04/19/2023
Watch our latest Client Insights webinar.
Markets & Investing
Aging in place

Aging in place

04/04/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
Insights and Strategies

Insights and Strategies

04/03/2023
The Fed has, historically, tightened until something breaks, so we suppose we can declare mission accomplished after the Silicon Valley Bank (SVB) and Signature Bank failures.
Markets & Investing
One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan

One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan

03/30/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Key Person Insurance: How to Recruit, Retain and Reward Great Talent

Key Person Insurance: How to Recruit, Retain and Reward Great Talent

03/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology
Charitable Donations Through Your Corporation

Charitable Donations Through Your Corporation

03/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Sophisticated wealth management to serve your individual needs