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

Oil & Gas sector

Oil & Gas sector

09/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
The Ins and Outs of the First Home Savings Account (FHSA)

The Ins and Outs of the First Home Savings Account (FHSA)

09/08/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor
Insights and Strategies

Insights and Strategies

08/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing
ETFs and Mutual Funds – What are fund flows telling us?

ETFs and Mutual Funds – What are fund flows telling us?

08/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing
10 common scams and how to avoid them

10 common scams and how to avoid them

08/04/2023
Familiarize yourself with these common swindles.
Life Events, Lifestyle & Technology
Navigating Generational Shifts in the Workplace

Navigating Generational Shifts in the Workplace

08/03/2023
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership
Tips for the Solo Senior

Tips for the Solo Senior

08/01/2023
Listen to our podcast with Neela White.
Life Events, Lifestyle & Technology
Insights and Strategies

Insights and Strategies

08/01/2023
As we continue to debate if Canada, the U.S., and/or the rest of the world, is in, going in, or able to avoid recession, we would like to examine a key driver of economic growth: consumer spending.
Markets & Investing
Asset Allocation Quarterly: It’s All about Inflation

Asset Allocation Quarterly: It’s All about Inflation

07/21/2023
Key concerns in the first half of 2023 focused mostly on central banks raising interest rates to tackle inflation brought on by stimulus from fiscal and monetary policy pandemic relief efforts, supply chain disruptions and commodity volatility.
Markets & Investing
Summer Financial Planning Tips

Summer Financial Planning Tips

07/17/2023
Listen to our podcast with Ines Iraoui.
Life Events, Lifestyle & Technology
Insights and Strategies

Insights and Strategies

07/04/2023
As we officially kick off the second half of 2023, we are still waiting for the long anticipated recession to appear.
Markets & Investing
Equity market and the Economy: Mid-Year Updates

Equity market and the Economy: Mid-Year Updates

06/21/2023
Listen to our podcast with Neil Linsdell.
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