We are dedicated to providing investment management and strategic wealth planning to business owners, professionals, retirees and their families. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm with over 30 years experience, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results that are specifically tailored for you.
We use Proprietary Analysis which is an active multi-level analysis strategy with a risk management overlay. It is based on the fact that MONEY FLOW impacts SUPPLY & DEMAND which drives PRICE ACTION which determines RELATIVE STRENGTH. Using this analysis we are able to identify the strongest sectors of the market and the strongest investments in each of those sectors so that our clients are always invested in strength.
Sterling Mutuals Inc. Finanical Planners Standards Council (FPSC) Advocis
“For many years I have witnessed the sound advice and exceptional service Dave extends to his clients. I take great comfort in Dave’s total focus on delivering the greatest benefit to the customer without regard to personal economic gain.”
Roy Jacobson, Former Controller, Guardian Mutual Funds
Toronto
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