At our core, we are committed to providing proactive, transparent, and personalized financial guidance. Here’s how we stand apart:
- Active Management, Not “Buy and Hold”
We set clear buy and sell targets on every individual stock to help you take advantage of market opportunities—not just ride them out.
We minimize the use of high-fee mutual funds, focusing instead on individual stocks to give you more flexibility and lower costs.
Each December, we actively tax-loss sell in non-registered accounts to help reduce your capital gains tax burden.
We answer the phone—and if we miss you, we’ll get back to you within 24 hours.
Our team includes a Chartered Accountant, making tax season far less stressful for you.
- Comprehensive Financial Planning
We believe every client should have a financial plan—it’s the foundation of long-term financial success and peace of mind.
We regularly rebalance your portfolio to maintain your target asset mix, helping manage risk and keep you on track.
- Simplicity and Transparency
We only invest in what we understand—and what we can clearly explain to you.
We avoid jargon so you can feel confident in your financial decisions.
If we don’t have the answer, we bring in trusted experts who do—always with your best interest in mind.
You’ll hear from us regularly through annual reviews, quarterly newsletters, monthly statements, and 24/7 online access.
