A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including legal advisers 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. And we’ll do the same for you.

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.

Our Team

Get better acquainted with us and how we can help you

Pictured from left to right:
Derek Rennie, Neela White, Carissa Graham


If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes
Andrew Carnegie