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Moments That Matter

Embrace these moments while we take care of your financial well-being

It's about
peace of mind 

​By entrusting your financial decisions to us, you can focus on your core business operations, knowing that your financial affairs are in capable hands. Our approach ensures that all aspects of your financial life are considered, reducing uncertainties and providing a clear roadmap for achieving long-term financial goals. 

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Meet Your
Financial Partner

Ralph A. Nour, CIM®

Senior Investment Advisor

With over a decade of experience in the investment industry business, Ralph has built an esteemed reputation by adding significant value through strategic planning, investment selection and tax efficiency. His investment strategy follows a pension-style approach while swiftly integrating innovative strategies to customize each portfolio to his client’s satisfaction. 

Given the complexity of some his cases, he works hand in hand with different professionals such as accountants, lawyers, and actuaries to ensure that his clients’ needs are diligently met. 

Ralph also holds educational workshops for people with disabilities and sponsors local events; nothing brings him more joy than giving back to his community.

His biggest achievement so far is being able to influence hundreds of young minds and guide them in the right direction. Ralph has trained over 20 investment professionals and is a regular keynote speaker at Burman University of Alberta and the ETC Investment Group at the University of Toronto. 

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We work with your best interest in mind

Since the firm was founded in 2018, we have been providing intergraded, objective, and customized advice to wealthy Canadian families with complex financial situations 

Investments

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Grow 


Achieving financial freedom through diligent investing.

Insurance *

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Protect

A world of protection for you and your family.

**Mortgages

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Facilitate

 The support you need to achieve your homeownership dreams.

Planning

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Safeguard

A roadmap to help you optimize your resources.

Group Pension

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Build

A valuable retirement plan for all your employees. 

Group Benefits

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Provide

Ensuring the well-being of your employees 

Success Stories

Ralph has become a very trusted advisor and confidante who has taken the time to fully understand us and our needs. He continuously reviews our portfolio making recommendations that fit our retirement goals in the ever changing investment climate. We are very pleased with our relationship with Ralph and highly recommend him as your financial advisor,

Kay & Ian Johnstone

Contact us to find
your way to a happier financial future

2845 Bristol Circle, Oakville, ON L6H 6X5

3980 Saint Ambroise St, Montreal, QC H4C 2C7

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