We consider it a privilege to work with clients and their families. We work with a broad cross-section of client families including entrepreneurs, business professionals, farmers, retirees. Many client relationships span decades and include multiple generations.
Much of our business has grown through referrals from our existing clients, which is a great honour and we are very grateful. When people ask us what types of clients we work with, we tell them that we enjoy working with friendly people who want to partner with us to achieve success. In addition, typically our clients will have a minimum of $500,000 to invest.