We believe that every client, visitor and colleague should be able to engage with us with dignity and independence. We are committed to providing our services in a manner that respects the needs of people with disabilities, in keeping with the Accessibility for Ontarians with Disabilities Act, 2005 (AODA).
Our relationships with families are built on trust, discretion and long-term partnership. Accessibility is a natural extension of that commitment. We work to identify and remove barriers so that people with disabilities can access our services, our offices and our communications in a manner that meets their needs.
In serving clients with disabilities, we strive to:
We provide accessibility training to our team members, including those who interact with the public or help develop our policies, and we review our practices on an ongoing basis.
You are welcome to use your own personal assistive devices when visiting our offices or meeting with our team.
Service animals are welcome in the areas of our premises that are open to the public. If a service animal is excluded by law from any area, we will work with you to provide our services through other means.
A person with a disability who is accompanied by a support person is welcome to have that person attend meetings and appointments. Where confidential or personal information is discussed, we will obtain your consent before your support person is present.
On request, we will provide information and communications in accessible formats, or with communication supports, in a timely manner and at no additional cost. We will consult with you to determine a format or support that suits your needs.
Examples may include large print, accessible electronic documents, or an alternative way of meeting with us, such as by telephone or video.
If facilities or services that people with disabilities rely on become temporarily unavailable, we will provide notice of the disruption, including the reason, its anticipated duration and any alternative arrangements. Notice will be posted at our offices and, where appropriate, on our website.
Accommodations are available on request for candidates with disabilities at every stage of our recruitment process, including interviews and assessments. This applies equally to employment opportunities and to advisors considering a partnership with us.
If you are selected to participate in our recruitment process, please let us know of any accommodation you may need, and we will consult with you to arrange it.
We are working to align our website with the Web Content Accessibility Guidelines (WCAG) 2.0, Level AA, and we continue to review our content as it evolves.
If any part of this website is difficult to access, please contact us. We will provide the information you need in an alternative format.
Copies of our accessibility policies are available on request, in an accessible format if needed. Additional information is also available on our Policies & Disclaimers page.
Last updated: October 2026
