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 Boury, BDes
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
Jenny Donegan
Jenny Donegan
Administrative Assistant.
Coralee Yates
Administrative Assistant
Melissa Toews
Receptionist
Olivia (Chumpy) and Georgia Boury
Olivia & Georgia Boury
Office Relaxation Assistants

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

One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan

03/30/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning

Key Person Insurance: How to Recruit, Retain and Reward Great Talent

03/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology

Charitable Donations Through Your Corporation

03/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology

How to Manage Debt Efficiently

03/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology

Business Succession Planning and Personal Estate Planning

03/24/2023
Running a business on your own can be difficult, let alone a family business. Like any business, running a family business has its rewards and challenges.
Life Events, Lifestyle & Technology

Portfolio Strategy

03/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing

Men, the Home and Gender Equity

03/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

03/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing

Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

03/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing

Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

03/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor
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