Meet Brady Plunkett – It’s a bit of a coin toss whether Brady sought us out, or we found him. Heads or tails, we think our clients are the winners. Brady joined us in January 2016 after graduating from the finance program at Carleton University’s Sprott School of Business. His upbeat outlook, and passion for statistics and finance serves our clients well as a fitting complement to our evidence-based investment approach.

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We offer comprehensive Wealth Management services to families accross Canada.

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