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
Senior Portfolio Manager & Branch Manager
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
bio-headshot-georigaWard
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

Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning

Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies

Reducing income taxes on a year-to-year basis is one of the most common goals and concerns clients express.
Tax Planning

Annual and Perennial Tax Season Planning

04/17/2024
Springtime presents many opportunities during tax filing season, whether you receive a tax refund or have a tax balance owing.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing

2024 Income Tax Update

03/28/2024
Watch our latest Client Insights webinar.
Tax Planning

2024 Ontario Budget Highlights

03/28/2024
On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.
Tax Planning
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