Best practices. Unlimited potential.

With hands-on experience managing and running a farm business, operating their own independent advisory practice and succeeding in both the private and public sectors, Michael Will and Colin Chovin are well positioned to advise you on all your personal and professional financial needs.

Our team delivers value not simply by buying and selling securities, but also by sharing our wisdom on the full spectrum of financial matters that govern your lifestyle and that of your next generation. We will earn your trust through our total transparency and integrity, commitment to act in your best interests at all times, dedication to follow best practices, and unsurpassed service standards that ensure the best possible client experience.

Wooden walkway over windy field

Tax & Estate Planning

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - 27 July 2026

Taking AI Inventory

As the market impact of AI becomes more pervasive, every portfolio is exposed, shifting the question from ‘How much AI?’ to ‘What kind of exposure?’ to ‘Where is my AI exposure coming from?'

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Investor Strategy - August 2026

Extra time

Markets have been rangebound over the past months. AI correction is weighing on markets, but good economic and earnings data is supportive.

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