Why Choose Us

Choosing the ‘right’ wealth management professional is a truly personal decision. Although finding the perfect fit is not always easy, we consistently strive to be the best choice for individuals and families with substantial resources and complex needs. We believe our complete focus on meeting the needs of our clients is the reason they choose to work with us and ultimately stay with us year after year. The following is a list of the key benefits we provide for our clients:


  Complete Set of Services

We can look after all of your wealth management needs, from financial planning and investment management, to estate planning, philanthropy, asset protection and tax efficiency. We’ll even coordinate with your accountant and lawyer to ensure that our solutions take your entire financial picture into account.

  Objective and Unbiased

With a fee only business model, we can focus exclusively on you and your well-being. Providing truly objective advice and unbiased recommendations is how we’ve built our business, and you can trust that we will always put your best interests first.

  Attentive Professionals

Our highly personalized services can be custom-tailored to meet your specific needs. Our principal Imran Syed, has almost three decades of experience, five professional designations and was Ottawa’s first Wealth Advisor to win the Ottawa Business Top 40 Under 40 Award.

  True Independence

Through a fee only compensation structure, we are proud to provide an “open architecture” platform with no economic incentives or distribution agreements with underlying managers; our interests are aligned with that of our clients, not anyone else’s. We are not compensated through commissions or pressured through sales quotas to sell any products.

 

We believe these characteristics are the direct result of the talented, professional team that we have built, the skills and expertise that we bring to our clients, and our unwavering focus on our clients’ needs. It is these hard-won and all too-rare qualities, consistently applied over many years that have made us today’s leading independent Private Wealth Advisory Firm.

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Become a Client + 1 613 722 1200

We invite you to allow us to help guide your financial future. Become a client today!