Life is an adventure and we are here to accompany you on the journey.

We love to help – directly or indirectly. Please tell us a bit about yourself and your financial goals and we will help you determine your best next step. If we aren’t the right firm for you we will help you find one that is!


Check out the FAQs page for info on our service and fee structure


Privacy Policy: We will not sell or give your information to any third party.

Toronto Office

Caring for Clients
69 Yonge Street, 2nd Floor
Toronto, ON
M5E 1K3
T: 416.363.8500


Getting to our office:

Our building is on the South-East corner of Yonge and King, just south of King Street. If you are coming by transit, we are right at King Subway station. If you are driving to our office, we would recommend parking at the Green P located at 2 Church St, near the Esplanade (near St Lawrence Market), which is an 8-10 minute walk to our office.

Calgary Office

Caring for Clients
400, 7015 Macleod Trail South
Calgary, AB
T2H 2K6
T: 403.831.8576


Getting to our office:

We are located at the Entegra Business Centre at 400, 7015 Macleod Trail South.  This is south of the Macleod Trail & Glenmore Trail intersection, and is on the west side of Macleod.