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
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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

Oil & Gas sector

09/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing

The Ins and Outs of the First Home Savings Account (FHSA)

09/08/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor

Insights and Strategies

08/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing

ETFs and Mutual Funds – What are fund flows telling us?

08/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing

10 common scams and how to avoid them

08/04/2023
Familiarize yourself with these common swindles.
Life Events, Lifestyle & Technology

Navigating Generational Shifts in the Workplace

08/03/2023
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership

Tips for the Solo Senior

08/01/2023
Listen to our podcast with Neela White.
Life Events, Lifestyle & Technology

Insights and Strategies

08/01/2023
As we continue to debate if Canada, the U.S., and/or the rest of the world, is in, going in, or able to avoid recession, we would like to examine a key driver of economic growth: consumer spending.
Markets & Investing

Asset Allocation Quarterly: It’s All about Inflation

07/21/2023
Key concerns in the first half of 2023 focused mostly on central banks raising interest rates to tackle inflation brought on by stimulus from fiscal and monetary policy pandemic relief efforts, supply chain disruptions and commodity volatility.
Markets & Investing

Summer Financial Planning Tips

07/17/2023
Listen to our podcast with Ines Iraoui.
Life Events, Lifestyle & Technology
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