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.

Taxes

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 - December 15, 2025

Ethos rewind: the year’s biggest themes

As is tradition, this final Ethos of the year takes a look back at the most popular editions based on clicks and views.

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Investor Strategy - December 2025

Finish line in sight

We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.

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