Invested in You.

Earning your trust so you can enjoy your wealth – and your life.

Portfolio Managers specializing in fee-based discretionary wealth management.

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Wealth Professional is Canada’s leading industry resource for the financial planning industry. The Wealth Professional Awards bring together industry leaders to celebrate excellence in the Wealth Management industry and recognizes individuals, teams and companies for their outstanding achievements and contributions to the field.

We are pleased to announce that in 2017 we have received our 3rd Wealth Professional Award with both Kevin Hegedus and Kevin Haakensen ranking inside the Top 50.

This award recognizes Canada's premier financial planners who have distinguished themselves within the industry through superior offerings and exemplary client service.

For a direct link to the article, click here.

Please contact our office for more information, or check out our other Awards & Recognition!


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