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The backbone of all we do is a commitment to bettering your life. By getting to know you deeply and remaining on the pulse of your ever-evolving needs, we can do so in a way that is best suited to you.
As Michelle likes to say, “it’s important to us that clients feel they are really getting value.” To that end, there is nothing out of scope when it comes to your wealth needs. Whether it’s looping in our RBC partners or working with your existing lawyers, accountants, or other specialists, we place ourselves in the centre of your finances to best serve them.
We put in the legwork so you can rest easy. We follow strict processes and are scrupulous about double checking every move because your money is as important to us as it is to you. Our service is a sum of many tiny parts, and we execute every single detail to a T.
Effective communication and education breeds peace of mind. That’s why we clearly discuss any aspect of your investments, costs, or recommendations in your financial plan. Initial discussions and routine reviews are the tip of the iceberg, however – for our team, managing your finances is a day-to-day, ongoing process. “In all I do, I try to think of the client sitting behind me, looking over my shoulder,” says Michelle.
We recognize that your finances are always part of a bigger picture. Where do they fit in your life? That’s where we will meet you. We adapt our approach to your preferences – whether it’s regular comprehensive check-ins on the phone, minimal to-the-point e-communication, or something in between.
– K.S., client for 28+ years
Excellent financial management begins with an understanding of your goals and core values.