Detailed planning is OUR CORE CAPABILITY

We are a close-knit team of financial professionals who share your principles and are dedicated to helping you succeed. Most importantly, we have the experience to help you manage and preserve your wealth so that you are able to focus your time and energy on the many selfless pursuits wealth affords you – from providing for your family to supporting the worthy causes closest to your heart.

Meet our Financial Team

Francis Maus
Francis J. Maus, AIF®
Managing Director, Investments
Aileen Pacey
Aileen B. Pacey
Senior Registered Client Associate
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

The future at your fingertips

 

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