Eric Grundy, MBA
Investment Advisor
"The best plans can solve problems you haven't thought of yet."
Far from ordinary, you are building something special: a family, a career, an impact on your community. Each one deserves an organized financial plan, a thoughtful investment strategy, and an advisor who is genuinely committed to your best interests. In partnering with us, you will gain access to a full range of wealth management services designed to help you build, protect, and share your wealth with your family and the communities you care about.
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.
Independent | Widowed | Divorced
Independent Wealth
Whether you have decided to navigate life independently or simply prefer to keep your financial affairs your own, we will ensure your wealth is organized, growing, and protected. Because doing it on your own should never mean doing it alone.
Separation & Divorce
Separation and divorce can turn your world upside down, and managing your finances independently – possibly for the first time – can feel overwhelming. But it does not have to be. We will help you get organized in a time filled with uncertainty, so you can move forward with confidence.
Losing a Loved One
Losing a spouse or life partner changes everything. And when that loss means suddenly facing financial decisions on your own, the weight of it all can be a lot to carry. We are here to help and make things a little easier during this difficult time.
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.