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Benefit from our collective expertise

Our team is made up of a broad range of financial specialists spanning investment management, wealth planning, tax, trusts, wills, lasting power of attorney and more – all dedicated to helping you create, grow and protect wealth and providing a truly personal service. Learn more about our team by browsing their profiles below.

“This firm has always been built around people, and the advice and expertise they can offer.”

Georgie Killik, Dept. Senior Partner