Welcome! Thank you for taking the time to learn more about us and our practice.

Our team aims to design comprehensive investment strategies built around your goals and objectives, risk tolerance, tax situation, economic conditions and opportunities in the marketplace, both domestic and international. Our commitment to you is to implement and communicate comprehensive financial strategies clearly and effectively.

Pictured left to right: Chenelle Smith, Registered Client Associate; Bruce Pedey, Senior Vice President, Financial Advisor, Portfolio Manager; Brian Pedey, Senior Financial Advisor, Portfolio Manager; Jody Stewart; Associate Vice President, Senior Registered Associate.