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

Dividend Investing

Dividend Investing

12/02/2022
Listen to our podcast with Larbi Moumni.
Markets & Investing
Insights and Strategies

Insights and Strategies

12/01/2022
It’s been a whirlwind year for most investors who have had to navigate through a challenging period full of elevated levels of volatility and high uncertainty. 
Markets & Investing
Looking forward with Institutional Equity Strategist Tavis McCourt

Looking forward with Institutional Equity Strategist Tavis McCourt

11/24/2022
Listen to our podcast with Tavis McCourt
Markets & Investing
Portfolio Strategy

Portfolio Strategy

11/18/2022
Ahead of the 2021 tax-loss selling season, we published our Portfolio Strategy report titled “Mo Money, Mo Problems”. Our goal with this piece was to help guide investors heading into year end with rebalancing their portfolios.
Markets & Investing
Administering an Estate: The Challenges and Pitfalls in the Digital Age

Administering an Estate: The Challenges and Pitfalls in the Digital Age

11/17/2022
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Currency update

Currency update

11/17/2022
Listen to our podcast with Ajay Virk and Erik Yep.
Markets & Investing
Our Geopolitical World

Our Geopolitical World

11/04/2022
Listen to our podcast with Ed Mills.
Markets & Investing
Trusts: Navigating your Trustee Duties and Responsibilities

Trusts: Navigating your Trustee Duties and Responsibilities

11/03/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Insights and Strategies

Insights and Strategies

11/01/2022
Global markets have remained very turbulent over the past several months, which given the prevailing wall of worries for many of us, has only added further to investor nausea.
Markets & Investing
The Inflation Fever Cooling?

The Inflation Fever Cooling?

11/01/2022
Watch our webinar with Sybil Verch and Nadeem Kassam.
Markets & Investing
Q3 equity and fixed income review and look ahead

Q3 equity and fixed income review and look ahead

10/28/2022
Listen to our podcast with Ellis Phifer and Nadeem Kassam .
Markets & Investing
Client Insights - The Role of the Mandatary

Client Insights - The Role of the Mandatary

10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
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