Our Commitment to you
Powerful HUMAN ADVICE you can feel confident in.
Working directly with every client we build lifelong relationships, getting to know you and your family. We talk to you in plain English and eliminate unnecessary financial jargon so that you always understand. With the latest technology, our services are offered virtually and in person for your convenience.
We help clients across a range of needs and goals that include:
Pre-retirees and Retirees
You may have spent your working life accumulating wealth. Now you are getting ready to move to the next phase. This will involve a fundamental change in how you view and manage your wealth. Our approach to retirement planning will look at ways to increase your worth, while also looking at estate planning and how to protect it to maintain your lifestyle and leave a legacy. The next stage of your life will be different. We can help you look forward to a long and comfortable retirement.
Multi-Generational Families
Our role in guiding multi-generational families is twofold: first, to guide clients to the most tax-advantaged ways to pass along wealth that match their current goals; and, second, to help the next generation understand the impact of sudden-wealth events (such as inheritances) and how to prepare for them in advance. Our careful and ongoing management of your family's wealth will help family members to focus on their life goals knowing their wealth management needs are in good hands.
Independent Women,
Women Decision Makers
Women’s financial well-being is often shaped by living longer, retiring earlier, pay disparity, and time out of the workforce as primary caregivers for children and aging parents. This means that the average woman will earn and invest less than a man over the long-term and spend more time in retirement years. We understand it’s not just about investment returns—real financial advice is about you and how your money can provide security in your life and the lives of those you care about, today and tomorrow.
Investments Designed to Deliver
Top-performing, professionally managed investments in a portfolio designed just for you. Your investment portfolio is built to help you reach your goals and achieve long-term success. We don’t believe in “one size fits all solutions”. Instead, your portfolio is designed to maximize performance, minimize risk and manage volatility over periods of both economic prosperity and uncertainty.
Retirement Planning | Investment Management | Insurance | Pension Planning
Tax Planning | Estate Planning
Getting started is easy
There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you.
Discovery - Initial Consultation
You simply click or call to schedule a complimentary virtual or phone meeting. We will look at your top priorities, your expectations and any questions or concerns you have. We decide if there is a fit and if working together will benefit you.
20-30 minutes
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Analysis - In-depth Look
During this meeting we start building a holistic financial plan looking at all areas of your life. We will get crystal clear on your financial goals, needs, and concerns. From this information we will analyze whether you’re saving enough, spending wisely and properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way
1-1.5 hours
With your Initial Financial Plan, we will meet to review our findings and recommendations. We will explain what you can do to reach your long term goals, tax saving opportunities and investment improvements. At the end of this meeting, we will ask if you would like to begin working together. We are looking for long-term client relationships, not a quick transaction. It’s important that you have confidence and comfort moving forward.
1 hour
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Delivery - Financial Plan Review
It's an honour to work with you and your family. Before we begin, we will meet to answer any outstanding questions and set expectations for the new client process. Together, we manage your assets and monitor your wealth as it grows, continually adjusting your plan along the way. When you have a plan in place, you can make decisions confidently, knowing you are able to live the life you want.
Implementation - Here We Go!
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OUR TEAM IS YOUR TEAM
Your financial well-being is at the centre of everything we do.
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