Maintaining an entrepreneurial mindset, patience and discipline, we manage financial behaviour to help our clients make wise investment decisions to achieve their life goals and improve their long-term returns. While investment performance is important to us, our business relationships are not performance related – they are based on understanding and trust. Our clients’ personalized investment plans are founded upon disciplined diversification that captures sector and geographical exposure and prevents excessive risk.
Helping to minimize stress on your financial journey. According to Statistics Canada, outside of work, financial concerns are the number one stressor in our lives. Through personal and professional experiences, we have learned to help people minimize stress and increase confidence in their financial futures.
The Lou Caci Philosophy
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Taxes
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
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Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - December 15, 2025
Ethos rewind: the year’s biggest themes
As is tradition, this final Ethos of the year takes a look back at the most popular editions based on clicks and views.
Investor Strategy - December 2025
Finish line in sight
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.
Family
Life events
Entrepreneurs & professionals