your unique personal, family, and financial goals.
Our vision is to understand you.
Services
We Provide
You’re covered in these areas to name a few. Click any of the below Services to view all of our focus areas.
Investment
MANAGEMENT
The only proven asset management philosophy is the one that takes emotion out of the equation
Alternative
INVESTMENTS
We pride ourselves on being able to offer our clients a wide range of investment solutions
Risk
MANAGEMENT
Creating an effective financial plan also involves identifying and mitigating risk.
Retirement
PLANNING
Planning for retirement isn’t just about contributing to your RRSP or group pension plan.
Estate and Legacy
PLANNING
Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death.
Request a call back.
Please contact the advisor you would like to connect with.
Rick lannucci
Supported by our Custodian NBIN
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
NBIN is custodian for over $180 Billion is assets, over 400 Independent Firms, representing over 600,000 clients.