Planning Your Financial Future
Investing, tailored to you.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our History
Years of experience have prepared us to guide you through life's transitions.
Our Team
Highly attentive and responsive, our business is built on the backs of the best people.
Looking For eQuipt Account Access?
Login to our client portal hereLATEST NEWS

Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Learn More

Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn More

Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Learn More