Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

Our Team

Scott G. Howe, BSc, CFP®

Certified Financial Planner®

 

Market Monitor

Listen to insights from our market specialists  

More Insights

 

SPOTTED IN THE NEWS

25 October, 2023

Inflation and the U.S. Debt Ceiling

Taking on the biggest issues investors are talking about these days: inflation and the U.S. debt ceiling. In his Q3 update, Simon begins...

Read more

18 October, 2023

Inflation and the Worries of Investing

After the markets posted a strong first half fueled by the promise of Artificial Intelligence and falling inflation, the realities...

Read more

2 October, 2023

Three Managers and Their Approach to Buying Companies

In this four-minute video, you’ll hear from three of our investment specialists: EdgePoint Wealth Management, Brown Advisory, and Mawer...

Read more

THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

THE COST OF ADVICE

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

Contact Us

Don’t leave without giving us your number!
Get in Touch