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
Portfolio Manager & Branch Manager 2022 Woman of Distinction Recipient
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

06/01/2023
It’s difficult to get through an hour of business (or political) news lately without hearing about the U.S. debt ceiling.
Markets & Investing

Philanthropy, Raymond James Canada Foundation and RJ Cares

05/31/2023
Listen to our podcast with Eric Saarvala and Sarah Brillinger.
Life Events, Lifestyle & Technology

Transferring the family business and estate planning

05/16/2023
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning

Pay Off Debt with a Plan in Mind

05/16/2023
Strategies for minimizing interest payments and eliminating debt.
Life Events, Lifestyle & Technology

Ten Common Scams and How to Avoid Them

05/16/2023
Familiarize yourself with these common swindles, which often target retirees.
Life Events, Lifestyle & Technology

Financial Planning Myths

05/03/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning

Insights and Strategies

05/01/2023
We rely daily on simple rules to navigate the world around us.
Markets & Investing

Asset Allocation Quarterly

04/20/2023
The waiting game accurately depicts the current investment backdrop, as many investors are choosing to defer their investment decisions and await additional information before diving in.
Markets & Investing

Navigating the Current Economic Landscape: Opportunities and Challenges for Investors

04/19/2023
Watch our latest Client Insights webinar.
Markets & Investing

Aging in place

04/04/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
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