Nathan Brice

Click here to learn more about our team

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.

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.

Understanding the Alternative Minimum Tax (AMT)

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

Read more

Train arriving, symbolizing timely insights

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.

Read more

Investor Strategy - November 2025

Everyone loves balloons until they pop

2025 started off poorly but is well on its way to finishing strong. After crossing the historically volatile September/October chasm, will it be smooth sailing till year end?

Read more