Portfolio Items

Ardill Group

Ardill Group

More than forty years after John Ardill started in the business, the time had come for his son Ian to take the leadership helm and for the Ardill Group brand ...
Surround Wealth Advisors 

Surround Wealth Advisors 

The formalization of three partners – Gillian Stovel Rivers, Andrew Hawryluk and Adil Mohammed – as equals in the business was the catalyst for articulating a new value proposition, a ...
Morneau Shepell

Morneau Shepell

Merger and acquisition situations always involve sensitivities and hot button issues for the acquiring and acquired alike. Our job was to bring together the leadership teams of Morneau Sobeco and ...
Sun Life

Sun Life

Sun Life’s strategy is not to push product on financial advisors, but to bring them a rigorous program of business development.  Hence the tagline:  We help. You grow.

Producers Group

Producers Group

“Change is good, so they say. While change may happen, at Producer’s Group we believe some things shouldn’t be lost to change.  Important things like your future, your family’s future, ...
Rubach Wealth

Rubach Wealth

Our ThinkAudit™ research made crystal clear that clients viewed founder Elke Rubach and her team as not pushing product, but as giving generously of their time to provide comprehensive solutions.  Add ...