People-first mindset, process-driven skill set

Our time-tested process is the foundation of your wealth journey, and our genuine level of care comes through in the service we provide. That’s why we put you at the centre of it all, uncovering your needs and guiding you toward your goals.

Our process

Discovery

Discovery

We meet with you to gain a clear understanding of your values, needs, and goals – both personal and financial.

Financial planning

Financial planning

We prepare a personalized analysis of your current financial situation and create a tailored, long-term plan based on your goals.

See example

Will & estate review

Will & estate review

We help you address your various Will and estate planning concerns and recommend next steps to secure your legacy.

Tax planning

Tax planning

We recommend short- and long-term strategies that help you achieve your goals as tax-efficiently and effectively as possible.

Learn more

Insurance review

Insurance review

We evaluate your insurance needs, and if it makes sense, proposed innovative life and disability insurance-based strategies to protect everything you have worked so hard to build. 

Investment policy
statement and proposal

Investment policy statement and proposal

We create a blueprint for your investment portfolio that is tailored to you. Once approved, by you, we put your recommendations in place.

Business succession
planning

Business succession planning

We help you prepare a robust transition plan, guiding you through your options and opportunities while providing peace of mind for the future.

Learn more

Ongoing services
and regular reviews

Ongoing services and regular reviews

We proactively seek out opportunities to grow your wealth, connect you to the right experts at the right time, and regularly update you on your portfolio performance.

Discovery

Discovery

We sit down with you to gain a clear understanding of your values, needs, and goals – both personal and financial.

Financial planning

Financial planning

We prepare a personalized analysis of your current financial situation and create a tailored, long-term plan based on your goals.

See example

Will & estate review

Will & estate review

We help you address your various Will and estate planning concerns and recommend next steps to secure your legacy.

Tax planning

Tax planning

We recommend short- and long-term strategies that help you achieve your goals as tax-efficiently and effectively as possible.

Learn more

Insurance review

Insurance review

We connect you with insurance specialists to help you protect everything you have worked so hard to build through innovative insurance-based strategies.

Investment policy
statement and proposal

Investment policy statement and proposal

We create a blueprint for your investment portfolio that is tailored to you. Once approved, we put our recommendations in place.

Business succession
planning

Business succession planning

We help you prepare a robust transition plan, guiding you through your options and opportunities while providing peace of mind for the future.

Learn more

Ongoing services
and regular reviews

Ongoing services and regular reviews

We proactively seek out opportunities to grow your wealth, connect you to the right experts at the right time, and regularly update you on your portfolio performance.

 
 

Lay the foundation for your goals with our proven process

Get in touch