Unlock Your Financial Potential

We help you get wealthier by designing and maintaining timely investment portfolios that are relevant in today’s environment while keeping them up to date as the world evolves.


No tricks, just friendly advice
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Expertise that Empowers

Imagine the peace of mind knowing your financial planning is in the hands of an expert. That’s what we offer. Like a skilled mechanic for your car or a trusted accountant for your taxes, we specialize in navigating the complex world of finance.

Do you fully grasp the intricacies of interest rates and their impact on investments? We do. Let us manage the complexities, so you can focus on what matters most to you.

As seasoned asset allocators, we tailor your investment strategy to market trends, ensuring your portfolio is not just current, but ahead of the curve.


Cut through the chaos with direct answers to questions that have been on your mind.

Trevor has worked in the institutional investing space with hedge funds, pension funds, foreign exchange, stocks, bonds, options, swaps and more.

His passion is applying his knowledge to family personal finance.

Register today to join us for a night of everything investing and finance to have your questions answered.



(647) 250-7269




#7-17075 Leslie St., Newmarket, ON L3Y 8E1

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