Holistic Physician and Family Wealth Planning
Semi-annually, we host an intimate dinner with seven clients to gather honest, objective feedback on how we’re doing. Their insight helps ensure we continue to meet the high standards we set for our advice and service.
If you’d like to speak directly with a current physician client about their experience with us, we’d be happy to arrange an introduction.
Your client experience will always be tailored to your goals. Our intentionally small advisor-to-client ratio allows us to stay proactive, attentive, and closely involved in making sure your investment strategy continues to work for you.
Trustworthy • Transparent • Competent • Adaptable • Community-Minded
Throughout your investment journey, you can feel confident knowing you’re supported by a team whose values align with your own.
Research and Insights From The Wealth Investment Office
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
Executing tax-efficient plans
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.
WIO: Quarterly Market Review: Q2 2025
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
Things to consider if you are expecting an inheritance
Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.
