Our Commitment to You

We are driven by ability and committed to mitigating risks and capitalizing on opportunities to grow your wealth, by acting in accordance with the following guiding principles:

 

 
Partnership

Although our form is advisory, our attitude is partnership. We always put your needs first, we focus on identifying and prioritizing your financial goals, and working with you to design a plan that is tailored to the specific complexity of your life.

Integrity & Confidentiality

We uphold your best interest, in all circumstances. Our advices are independent, selecting from best RBC and non-RBC offerings to meet your unique needs.

Solid Investment Philosophy

Our investment philosophy is to allocate capital to ensure that your cash flow needs and assets growth are both met. We seek high-quality compounders with high earning power, conservatively leveraged, efficient management, available at a discount from their intrinsic value.

Attentiveness

We value what you say. We will actively listen to best identify your needs and develop a long-lasting relationship with you.

Proactivity

We work hard to anticipate your life transitions by regularly assessing any potential life and financial transition that might be coming your way and creating the action plan needed to address and proactively manage them.

Accountability, Organization, Discipline

We believe in transparency and in communicating openly, to help you feel comfortable with the handling of your financial affairs. We will bring structure, framework, and coordination to your financial life.

Education

We will take the time to explain the guiding reasoning behind our proposed financial solutions, as well as risks and tradeoffs associated with each choice we are recommending.