Experience. Better Wealth Management. Relationships

We serve high value wealth holders and aim to become their Most Trusted Advisor

We help high value wealth holders achieve peace of mind using professional wealth management services, which allows them to focus on what's important in their lives

We provide our services to:

• Business Owners - we help business owners by removing the anxiety of managing their financial affairs, and allow them to focus on managing their business. Over the past 25 plus years, I have found that business owners often have little time to manage their finances.

• Professionals - we help professionals by removing the anxiety of managing their financial affairs, and allow them to focus on their careers. Over the past 25 plus years, I have found that professionals often have little time to manage their finances.

• Farm Families - we help farm families by removing the anxiety of managing their financial affairs, and allow them to focus on running their farm operations. Over the past 25 plus years, I have found that farm families often have trouble understanding the complexities of transferring farm property to the next generation.

We use a Wealth Optimization System that focuses on four quadrants:

Quadrant 1 – Identifying Your Values, Vision & Goals

• Values – your rules for decision-making

• Vision – how you want things to be one day

• Goals – the steps to get there

Quadrant 2 – Creative Solutions

• We will create a plan that is going to move you toward your goals

Quadrant 3 – Strategy Implementation

• We will implement the strategies, tactics and tools that will help you achieve your goals and move you toward your vision, while honouring what you value

Quadrant 4 – Results Management

• We will manage the implemented strategies and sustain the results

• After the plan is implemented, we will review it regularly to stay in sync and determine what is working and what is not

The Wealth Optimization System is critical to our client relationships, as it is not appropriate, or even possible, to discuss strategies, tactics and tools until we discuss everything above the planning horizon line. The goal is to achieve clarity of purpose for both you as the client and me as your advisor. This is where the real progress happens, and where we are really able to make a difference in our clients’ lives. This is where we look at what really matters to you and why it’s important. The end result is that we are able to confidently deliver on our promise to put your vision for the future above all else, and design and execute a plan to help you achieve that vision.

What Makes Us Unique?

• Private Investment Management (PIM) discretionary account management

• Unified Managed Account institutional portfolio management strategy models

• A full range of wealth management services – Financial Planning, Estate Planning, Insurance and Will & Estate Consulting

• Partnerships with RBC bank partners at Royal Trust, Private Banking, Commercial Banking and Group Advantage

We work with clients in all phases of their lives:

• Accumulation – Entering the workforce, starting a family [the “go-go” years]

• Preservation – Primary earning years, preparation for retirement [the “slow-go” years]

• Income and Distribution – Retirement, planning for intergenerational wealth transfers [the “no-go” years]

We work with the full spectrum of clients – from those who are deeply involved in decision-making to those who prefer a hands-off approach.