Our principles of Wealth Management are based on a comprehensive approach to integrated financial services‚ which includes cash‚ asset and liability management. We take a direct role in familiarizing ourselves with your entire financial position so that we may proactively prepare for life’s events rather than respond in an untimely manner. We believe timing is everything and we ensure you have every resource at your disposal to achieve financial success.

We know our clients' financial positions on a daily basis.
Line Brokers' shared experience from our company’s inception in 1979, as W.G. Gunderson Insurance Agencies, has led us to develop truly revolutionary strategies to create‚ maintain and transition wealth. 

Our strategic system of Income Allocation is the fundamental tool to how we allocate financial resources and has resulted in incredible success with growing our clients’ wealth.

Our primary objective is twofold - to preserve assets while growing wealth as much as possible. Our advantage is that our risks are extremely calculated. We invest only in companies and products that we fully understand and that provide a meaningful benefit to our clients.

Our research is derived from a combination of outside and in–house fundamental and technical analysis. Outside Analysts provide a baseline resource to our process‚ but typically ratings are reflection of the industry and therefore‚ we conduct the additional diligence on the individual companies. 

Our in–house analysis is based on the foundation of stringent investment criteria adopted by Canadian corporate and investment banking system.