What Should You Expect from Us?

Beyond customized portfolio management - the inherent skill sets of asset allocation and balancing risk against reward - you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that's rooted in experience, discipline, and an eye on your short and long-term objectives.


A Full Spectrum of Advice

Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals

Goal Setting: Clear consistent priorities, followed by regular monitoring, review and assessment

Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)

Risk Management: Identification, measurement and mitigation of investment risks, according to our risk tolerance parameters, to best preserve - and grow - capital 

Referals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lenders and insurance experts

Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)

Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing

Retirement Savings: Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

Education: Information and resources to help you participate in - and maintain ownership of - your financial future

Education Savings: Conversations about alternative options to saving and investing, like TFSA's, life insurance - and non-registered, trust or corporate business accounts

Meetings: Ongoing touch points based on your personal needs - meeting, phone calls, email, correspondence, etc.

Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed

Estate Planning: An effective action plan to ensure that your wishes are secured