It is all about you, our clients. We are here for you. Our mission is to work diligently for you, so that you may attain a high level of comfort and peace of mind.
We ensure that peace of mind by familiarizing ourselves to your unique situation and your unique needs. We know it takes time but we are interested in spending the time so that we get to know each one of you and your family well.
We like to consult with your other advisory teams: your lawyer, your accountant so that together, we ensure that you do not miss out on potential tax, trust, annuity, corporate and other planning opportunities as appropriate.
We cannot control the volatility of the financial markets, but through portfolio management and appropriate asset allocation, which is reviewed and re-balanced periodically, we can provide you with the peace of mind that your financial needs are well looked after for you, for your children and for your grand-children.
We stay on top of changing trends, investment opportunities, financial products, and tax laws. The constant new knowledge, filtered by our judgement gained through years of experience, will benefit our clients by taking advantage of timely opportunities and foregoing prospects that are just based on hype.
As part of the peace of mind level of services, we endeavour to provide a live voice on the other side of the phone line during working hours. We also have an all North American toll-free phone number in case you are travelling in the continent. So, call us and let's talk.
