Our specialized team of service and portfolio administration professionals is devoted exclusively to delivering comprehensive strategies and sophisticated solutions:

• Tailored asset management solutions including customized and separately managed portfolios
• Investment, tax, estate, and cash flow planning
• Maximizing the transfer of wealth to future generations through estate, gift, and trust planning
• Risk assessment and management
• Business succession planning
• Philanthropic concerns

Our broad experience with private wealth issues provides affluent clients the ability to maximize planning opportunities. Our professionals have years of experience servicing high net worth individuals and are proactive in providing fully integrated, customized wealth solutions to every family. Individualized service and attention to detail set us apart; allowing us to remain leaders in our field.

Our goal is to provide ULTIMATE CUSTOMER SERVICE for our clients. Our office has a terrific synergy and we are very proud of our high level of service and commitment. We’re here to help!

Our advice and service is complemented by the following professionals to ensure that all aspects of your financial and personal affairs are in order:

• Derek Wyborn, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
• Cary Heming, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
• Paul Grewal, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
• Trish Fedewich, B.Comm., and Norman Witt, B.A., M.B.A.; Notaries Public, Fedewich & Witt
• Jeffory M. Borkowski, Barrister and Solicitor, Hamilton Duncan Armstrong + Stewart Law Corporation
• Kimberly J. Law, Barrister and Solicitor, Hamilton Duncan Armstrong + Stewart Law Corporation

Mortgages available by referral through Dundee Mortgage Services, powered by Invis.