Eric Grundy, MBA
Investment Advisor
Good plans 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 plan, a thoughtful investment strategy, and an advisor committed to your best interests. As a client, 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 Canadian business owners grow their company and their wealth. Working with 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.
Non-profits & Municipalities
From charities and foundations to condominium boards and municipalities, we support the institutions responsible for managing capital on behalf of the communities they serve. In cooperation with Canada’s premier asset management team, we work as your trusted partner to help you fulfil your fiduciary commitments.
Special Situations
RSUs & Equity Compensation
For executives and corporate leaders, stock options and equity awards are a big part of the story. So are taxes and diversification. We have the experience and planning capabilities to help you keep more of what you earn.
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 ask a lot of you, and managing your finances independently – possibly for the first time – can feel overwhelming. But it does not have to be that way. We will help you get organized and back on track, so you can move forward with confidence.
About Us
Our Approach
Helping You at Every Stage
Planning for Today
This is your financial foundation. We make sure you have the right mix of cash, borrowing room, and flexibility to keep things running smoothly, especially 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, while looking for near-term opportunities that can add immediate value.
Paying it Forward
Thirdly, we focus on creating a lasting impact where your values and wealth can carry forward 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.