Helping you achieve your financial goals.

We are a committed, responsive team of investment professionals who understand that capital preservation, conservative growth, and tax efficiency are essential to wealth creation.

We will build a customized investment strategy focused on providing the best after-tax returns within your risk comfort level. Drawing on a group of specialists, our team offers private banking, insurance and estate planning services.

To learn more about Shamsh Moosa, Senior Wealth Advisor and Portfolio Manager, click here to read an interview conducted by My Business Magazine.