Year Founded: 1989

Number of Employees: 16

Industry Type: Financial Services

CFFB Member Since: 2012


As your Private Wealth Managers, we create and manage your tailor-made portfolio of stocks and bonds with the emphasis on achieving your investment objectives. We strongly believe in a customer-first approach; we listen and put our experience to work for you. We have been providing industry leading service for the Kitchener-Waterloo, Burlington, and South Western Ontario areas for over 20 years.

Contact Information:

The Marsland Centre
20 Erb Street West Ste. 201
Waterloo, ON N2L 1T2

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