Your investment management needs change over time. Whether you are planning to save for your first home, your children's education, or your retirement, we can assess your personal financial situation and create a portfolio that's best for you.

Our professionals can provide advice regarding such investment products as:

  • Mutual Funds
  • Segregated Funds
  • Guaranteed Investment Certificates (GICs)
  • Registered Retirement Savings Plans (RRSPs)
  • Registered Education Savings Plans (RESPs)
  • Registered Disability Savings Plans (RDSPs)
  • Tax Free Savings Accounts (TFSAs)
  • Registered Retirement Income Funds (RRIFs)
  • Life Income Funds (LIFs)
  • Prescribed Registered Retirement Income Funds (PRIFs)

These investment tools can create an investment portfolio that will safeguard your money and ensure peace of mind.

We align ourselves with the brightest minds in canada to access the most suitable products for our clients. We also work hard at communicating the results of your investments to you.

Investment ManagmentTeam Members

Kimberly Dufaj, CPA, CFP
Financial Advisor

Brad Sarna, CFP, CLU
Financial Advisor

Alex Stewart
Financial Advisor

Tania Viegas-Monchamp
Administrative Assistant