We know people because we know how to listen.
Each client is unique and there is no single solution which universally addresses every client’s needs. Our process begins with a consultative meeting where we develop an understanding of your circumstances. We then develop a customized strategy to help you reach your financial goals and preserve your legacy.
Dedication to our clients is demonstrated by regular face-to-face meetings as well as open discussions to address any evolving needs.
We can help pre-retirees focusing on building their nest egg, retirees looking to maximize after-tax income, executives, medical professionals, business owners, not-for-profit organizations and professional athletes.
While some manage the parts, we manage the whole.
What sets us apart?
- Significant experience in the financial services industry including 20+ years of Capital Markets experience
- Strong track record of success
- The lines of communication are always open
- Someone you can trust
- We take the time to learn about your whole financial situation
- Team based approach
- We’ll update your financial plan as needed
- Regular face to face meetings
- We put your interests first
- Backed by Canada’s leading full-service investment and wealth management firm
