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

Client Insights

Client Insights

07/04/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Insights and Strategies

Insights and Strategies

07/04/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Social Security, CPP and OAS: What happens when you have worked on both sides of the border?

Social Security, CPP and OAS: What happens when you have worked on both sides of the border?

Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
Estate Freeze 101

Estate Freeze 101

If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
Retirement & Estate Planning
The Dreaded R-word

The Dreaded R-word

06/24/2022
Listen to our podcast with Nadeem Kassam and Ellis Phifer.
Markets & Investing
Client Insights: Market Update

Client Insights: Market Update

06/24/2022
Market volatility has remained quite elevated and prevalent across global asset classes during the first half of 2022.
Markets & Investing
Portfolio Strategy

Portfolio Strategy

06/17/2022
We expect the wind to continue to blow markets in all directions in H2/2022, similar to what we have observed so far this year.
Markets & Investing
How Cyber Savvy Are You?

How Cyber Savvy Are You?

Cyberattacks are North America’s fastest-growing crime. Review these tips for keeping your personal information safe.
Life Events, Lifestyle & Technology
Estate Complexity Calculator

Estate Complexity Calculator

06/14/2022
Check out our new Estate Complexity Calculator
Retirement & Estate Planning
REITs and residential real estate vs inflation and regulations

REITs and residential real estate vs inflation and regulations

06/07/2022
Listen to our podcast with Nadeem Kassam and Brad Sturges.
Markets & Investing
Insights and Strategies

Insights and Strategies

06/01/2022
As the summer holidays approach, it brings back happy childhood memories of the many road trips my family and I embarked on during our summer breaks.
Markets & Investing
Views from an institutional strategist

Views from an institutional strategist

05/13/2022
Listen to our podcast with Tavis McCourt and Nadeem Kassam.
Markets & Investing
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