The greatest wealth is peace of mind

The world seems more unstable and erratic these days. Pandemics, geopolitical tension and disruptive technologies are causing uncertainty and added volatility. We navigate the financial markets by having a well rounded investment and financial plan. During tough times , experience matters… Allow us to use our experience to get you where you want to be.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Longevity Planning

Portfolio Management

Estate Planning & Strategic Charitable Giving

Financial Planning

Retirement Planning

Cross Border Services

Get to know Our Team

Bassam Kadi.
Bassam Kadi, CIM®, FCSI®
Senior Portfolio Manager Private Client Group
Aya Kadi.
Aya Kadi, CFA
Associate Portfolio Manager

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The greatest wealth is peace of mind.

Information & insight

Insights and Strategies

05/01/2024
Housing Crisis: Looking Back and Forward
Markets & Investing

2024 AMT Changes - Could You Be Impacted?

04/29/2024
April 26, 2024 update following the release of the 2024 Federal Budget.
Tax Planning

Quarterly Canadian Investment Strategy Outlook

04/25/2024
Watch our latest Client Insights webinar.
Markets & Investing

Talking Taxes

04/24/2024
Listen to our podcast with Sonya Dolguina. This podcast was recorded before the release of the 2024 federal budget and does not cover any details within it.
Tax Planning

April 2024: Getting Closer to Rate Cuts

04/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing

Planning for Changes to Taxation of Capital Gains

04/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing
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