Acumen. Clarity. Purpose. Every step of the way

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.

Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Alternative Investments

Investment Strategies

Portfolio Management

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Fixed Income Services

Cross-Border Services

Get to know Our Team

Tyler Pinder.
Tyler Pinder, MBA, CIM®
Portfolio Manager
Tate Pinder.
Tate Pinder, MBA, CIM®
Portfolio Manager
Mitch Mastel.
Mitch Mastel, CPA, CFA
Financial Advisor
Colleen Beal.
Colleen Beal
Senior Financial Advisor Assistant
Kara Kolbenson
Business Development Coordinator

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Philanthropy, Raymond James Canada Foundation and RJ Cares

05/31/2023
Listen to our podcast with Eric Saarvala and Sarah Brillinger.
Life Events, Lifestyle & Technology

Transferring the family business and estate planning

05/16/2023
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning

Pay Off Debt with a Plan in Mind

05/16/2023
Strategies for minimizing interest payments and eliminating debt.
Life Events, Lifestyle & Technology

Ten Common Scams and How to Avoid Them

05/16/2023
Familiarize yourself with these common swindles, which often target retirees.
Life Events, Lifestyle & Technology

Financial Planning Myths

05/03/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning

Insights and Strategies

05/01/2023
We rely daily on simple rules to navigate the world around us.
Markets & Investing

Asset Allocation Quarterly

04/20/2023
The waiting game accurately depicts the current investment backdrop, as many investors are choosing to defer their investment decisions and await additional information before diving in.
Markets & Investing

Navigating the Current Economic Landscape: Opportunities and Challenges for Investors

04/19/2023
Watch our latest Client Insights webinar.
Markets & Investing

Aging in place

04/04/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning

Insights and Strategies

04/03/2023
The Fed has, historically, tightened until something breaks, so we suppose we can declare mission accomplished after the Silicon Valley Bank (SVB) and Signature Bank failures.
Markets & Investing
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