Our approach

Full scope

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.

Exceptional execution

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.

Total transparency

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.

Your advice, your way

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.