Personalized wealth management for you and your family, at all stages of your life.

Over the years, we have worked with clients and their professional advisors, including legal advisors and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. We will do the same for you and your family.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your 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.

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.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

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.

Get to know Our Team

Sheryl Boury
Sheryl Ward (née Boury)
Business Development Specialist
Cindy Boury
Cindy Boury, FCSI®, CIM®, FMA
Senior Portfolio Manager & Branch Manager
Susan Boury
Susan Bonner (née Boury)
Portfolio Manager Assistant
Florenza Jones
Florenza Jones
Insurance Representative
Pat Dionne
Pat Dionne
Assistant to Cindy Boury
Charlene Fowler
Charlene Fowler
Licenced Investment Advisor Assistant
bio-headshot-lindyAmot
Lindy Arnot
Administrative Assistant
Jenny Donegan
Jenny Donegan
Administrative Assistant.
Coralee Yates
Administrative Assistant
Melissa Toews
Receptionist
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Georgia Ward
Office Relaxation Assistant

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.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Insights and Strategies

11/06/2024
Striking the Right Balance.
Read
Markets & Investing

Quarterly Market Update: US Election Edition

10/23/2024
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing

October 2024: Attempting to Stick the Soft Landing

10/22/2024
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Read
Markets & Investing

Save taxes by timing donations strategically

10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Read
Tax Planning

Save taxes by donating securities in your "HoldCo"

10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Read
Tax Planning

Save taxes by donating securities "in kind"

10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Read
Tax Planning

Insights and Strategies

10/01/2024
Do U.S. Elections Affect Canadian Markets?
Read
Markets & Investing

The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)

09/25/2024
Listen to our podcast with Neela White.
Listen
Retirement & Estate Planning

The Family Cottage

09/19/2024
What to consider in your succession plan for the Family cottage.
Read
Retirement & Estate Planning

Life Stages and Events: Where Insurance is a Strategic Wealth Solution

09/19/2024
Check out our latest Client Insights webinar!
Watch Video
Life Events, Lifestyle & Technology
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