Nathan Brice

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We help individuals, families and organizations build, grow and preserve their hard-earned wealth.

Approaching each client as an individual, we start with a conversation to understand your goals and time horizon. From there, we educate and empower you to take control of your financial future with a plan that changes as you do.

We listen. We educate. We empower.

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Tax & Estate Planning

Strategies

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

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - October 27, 2025

China’s FOMO moment

China attracting about 15% of global equity flows is certainly evidence that it has shed the ‘uninvestible’ label. And perhaps investors are starting to feel a little FOMO.

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Investor Strategy - October 2025

Defying gravity

At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of striking out or giving back too much of the gains, in case market gravity kicks in.

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