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Making Sense of a Complex World


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Making Sense of a Complex World


 

a unique offering in wealth management

The caliber of our people and depth of our services might suggest a firm that’s large and impersonal. Only it isn’t. We have intentionally kept our firm an appropriate size so we can develop meaningful relationships with our clients and their families. Our goal is to be one of the best wealth management firms in Canada, not the biggest. 

 
 
 
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We Think You're Going to Like Working With Us


We Think You're Going to Like Working With Us


The organization we have built for our clients embodies everything we have learned over the past 40 years about planning and investing - and about human beings. Our goal is to partner with our clients for the long term and help them make sense of a complex world. 

 
 

We establish a personalized plan that
addresses key areas for our clients

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Our Team


Our Team


DUNCAN STEWART, MBA, CIMA, FCSI, CFP, CPWA

Investment Advisor

Duncan's unique ability is to identify investment opportunities and design portfolios to minimize risk. Duncan holds a Master of Business Administration degree (MBA) from McMaster University and is a Fellow of the Canadian Securities Institute (FCSI) , the most senior credential in Canadian wealth management. He has also attained the Canadian Investment Manager (CIM) designation, the only current and complete portfolio management program with a Canadian focus. In 2007, he completed the Certified Investment Management Analyst (CIMA) designation, a graduate level program offered through the Investment Management Consultants Association (IMCA) and The Wharton School of Business, at the University of Pennsylvania. Most recently, Duncan completed the Certified Financial Planner (CFP) designation, the gold standard in financial planning.


Drew stewart, CFP, CLU, CH.FC

Financial Planner

Drew started our firm 40 years ago with the conviction of a better way to help people make sense, find their way and stay on course in an increasingly complex financial world. He has helped many families along the way, guiding our clients to establish life and financial goals, then developing the strategies to meet and exceed their expectations. Drew's unique abilities include Family Business Succession planning and Tax and Estate strategies. Professionally current in three major designations, two of which Drew has taught.


beverly hickey

Executive Assistant

Beverly's focus in on the execution of the details involved in operating a multi-disciplined office. She is always happy to assist and support the entire team.


sasha clarke

Investment Assistant

Sasha has over 8 years experience in the financial services industry. She's a personable professional with great work ethic, organization and creative output. Her commitment and desire to meet customer expectations makes her an asset to our organization.


david miklas, MBA

Insurance Advisor

David's love for numbers as a graduate engineer and passion for helping others combine perfectly in the Financial Services business. David's focus is helping protect families from life's unknowns through insurance. He also has an expertise in charitable givings for clients who are philanthropists. He holds a Master of Business Administration degree (MBA) from The DeGroote School of Business and an Engineering degree from The University of Toronto. David is currently working towards his Certified Financial Planner (CFP) designation.


stephen jones, ll.m, caa

Tax & Estate Lawyer

After graduating from Dalhousie Law School in Halifax, I came to Toronto to article with a small Toronto law firm. Then I obtained my Chartered Accountant designation while working for a large international accounting firm which became KPMG in Canada. I completed the CICA In-Depth Tax Course and worked with large international companies, large Canadian companies (especially financial services), smaller local companies and individuals. There were esoteric assignments like the taxation of mining and oil and gas companies, and hands-on ones like merging small businesses and preparing complex personal income tax returns. I completed a Masters of Laws (LLM) in trust and fiduciary law in 2006 with Osgoode Hall Law School, part of Toronto’s York University. As a lawyer and Chartered Accountant, Stephen brings a wealth of knowledge to our tax and estate planning.


david walden

Group Benefits Specialist

David has over 35 years experience specializing in Employee Group Benefits. His background includes extensive experience with a major insurer as Director of Group Underwriting. David's unique abilities include benefit cost analysis and effective plan design cost containment measures.