Eric Grundy, MBA
Investment Advisor
"The best plans solve problems you haven't thought of yet."
Far from ordinary, you are building something significant: a family, a career, an impact on your community. And it requires a plan and investment program as ambitious as your life. In choosing to partner with us and our team of specialists, you can expect responsible, disciplined support to help you achieve your goals and succeed over the long-term.
Our Clients
Individuals & Families
Managing your wealth should not feel like your second full-time job, but with so much on the go, it is easy to lose sight of your larger financial picture. Let us help you stay on top of what matters most with a detailed financial plan and investment strategy that fits your life.
Private Business Owners
We specialize in helping private business owners grow their company and their wealth. Working alongside our network of specialists, we support every step, from providing early-stage and growth capital, to tax and compensation strategies, to succession planning and a well-designed exit.
Institutional Investors
From municipalities to foundations and charitable organizations, we support institutions responsible for managing capital on behalf of others. In cooperation with Canada’s premier asset management team, we will serve as your trusted partner to help you manage your fiduciary commitments.
Special Situations
Retirement & Estate Planning
Great retirements do not happen by accident, and your legacy should not be left to chance. Let us help you get the most out of everything you have built with a retirement and estate plan that gives you the income you need while lowering your long-term tax bill.
Divorce
For many people, divorce is the first time they have had to manage their finances on their own. We believe that does not have to be the case. We will help you get organized in a time filled with uncertainty, so you can move forward with a clear plan for whatever lies ahead.
Policy & Capital Advisory
For institutional clients whose needs extend beyond investment management, we offer additional advisory support including investment policy statement design, capital programming to support asset-liability matching, and board-ready reporting designed around governance requirements.
About Us
Our Process
Our Approach
Planning for Today
This is your financial foundation. We make sure you have the right mix of cash, borrowing room, and flexibility to keep your life running smoothly - even when the unexpected happens. It is about creating peace of mind and knowing you can handle life’s curveballs without disturbing your long-term investments.
Preparing for Tomorrow
With a foundation in place, we focus on building lasting wealth. Whether you are thinking about what retirement could look like - or simply want the freedom to choose how to spend your time - we will use your financial plan to organize your investments in a way that supports your lifestyle and your goals, allowing you to enjoy what you built and live with confidence.
Paying it Forward
Thirdly, we focus on creating a lasting impact where your values and wealth can carry-on far into the future, whether that means supporting your family, mentoring the next generation, or championing a cause close to home. Through smart tax planning, we will create a legacy that puts meaning behind your money for decades to come.
Our Investment Philosophy
We believe good investing is not complicated, but it does require the right guiding principles, which is why our investment philosophy is shaped by our core beliefs:
- Diversify across asset classes, geographies, and managers, because serious wealth is not built on a single bet
- Focus on cost by combining broad-based solutions with established, alpha-generating strategies
- Consider the tax consequences associated with each recommendation to help you keep more of what you earn
- Ask difficult questions about risk to understand the implications behind each option
The result is an investment program that reflects our commitment to the best interests of the people we serve.