Financial Solutions Designed For You

Richard and his team are focused on providing comprehensive financial and investment solutions designed specifically for you. Whether you wish to plan for a sustainable retirement or a business succession, we will provide the specialist, blueprint and resources to do it.  The first step is to gain an understanding of your personal financial needs and goals.

The team will work in close consultation with you, using sophisticated investment tools, to create a strategy which brings together all the elements you need to achieve your financial goals. Depending on your individual needs, this could include everything from investments and insurance to, retirement, tax and estate planning.
Once the initial discovery process has been completed, Richard will custom taylor a financial plan that will enable you to achieve your lifestyle goals and put into place strategies designed to protect your family and assets through any unforeseen circumstances.


A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Richard Long

Vice-President & Portfolio Manager