Our clients have the full resources of a diverse team of experts that apply an integrated approach to their wealth management services. They apply their knowledge to your long-term financial success and personal goals, remaining flexible to your specific needs.

Our team carefully documents our clients' business and personal plans, updating the information on a regular basis to reflect our clients' changing financial situations.

Case Studies

Bill and Margaret's Business and Personal Financial management

We have worked with Bill and Margaret over the years in assisting with analyzing their business and making decisions for growth, improved profitability and work-load balancing.
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Succession of the Family Business

A client approached us with the challenge of passing the farm on to two farming children. The only payment the client wanted for the farm was adequate retirement funding.
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Integrated FinancialPlanning

Retirement Planning
Estate Planning
Risk Management
Investment Planning
Tax Planning

Integrated Financial PlanningTeam Members

Danielle Doan, CA, CFP
Chartered Accountant

Kimberly Dufaj, CPA, CFP
Financial Advisor

Robert Hyde, CAC, CMC
Financial Advisor

Brad Sarna, CFP
Financial Advisor

Alex Stewart
Financial Advisor