Our Approach

 
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
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
Education: Information and resources to help you participate in – and maintain ownership of – your financial future
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
Estate Planning: An effective action plan to ensure that your wishes are secured
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment
Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts