Your Future, Our Purpose

We believe reputation is built on small promises made and kept.

Which is why our top priority is to align our interests with those of our clients, approaching every financial decision like it's our own.

Tyler Steele, Tim Engelbert, Neil Kumar & Rory O'Connor

More than investment services and expertise, our team delivers client support that’s as proactive as it is collaborative. We help navigate today’s often-daunting financial waters, and do our best to make it easy to understand.

We deliver peace-of-mind because that’s our job. We are committed to our Core Values. And most of all, we believe trust has to be earned, so we do what we say we’re going to do, and we do it well.

Let's get started.

Contact us to set up a phone call or meeting, and together, let’s explore if we’re a good fit.

Wooden walkway over windy field

Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

Tyler Steele BA, CFA®, FEA

Senior Portfolio Manager, Senior Investment Advisor

Your Future, Our Purpose

We believe reputation is built on small promises made and kept.

Let's get started.

Tyler Steele BA, CFA®, FEA

Tim Engelbert CIM, B.Sc.

Neil Kumar CIM®, FEA

Rory O’Connor CIM

Jessica Dewey BA

Maryam Fejvai M.A., CIM®

Brenda Geib BA, PFP

Jackson Kern

Heather Meehan

Danielle O’Neill PFP®

Jaideep Sandhu CFA®

Jennica Vegelahn

Amelia Wigan B.Sc.

Serina Girdherlal B. Comm.

Julia Strigl

Branch Address