Boris and Cory

Our Client Philosophy

When dealing with clients, we conduct ourselves with the greatest of care, and with the highest integrity to deliver the best prudent and informed advice for our clients.

We believe we can significantly enhance our clients overall long-term financial success with personal attention, proper planning and ongoing counsel from our qualified and dedicated team.

 

About Our Clients

While we serve a wide range of investors, all of our clients are accumulating sizeable portfolios, seeking professional advice on managing their assets and planning for their future.

Having peace of mind with their finances is a top priority for our clients.

We try to help them achieve that.

Understanding Your Needs

Understanding your needs includes a detailed discussion on matter such as:

- Organizing your finances

- Providing for future generations

- Dealing with inheritance

- Living a comfortable retirement

- Protecting your estate

 

About Our Process

We take a consultative approach to working with you and continuously re-evaluate your portfolio as your situation changes.

 

Our 5 step process includes:

- Understanding your needs

- Planning for your needs

- Choosing your solution

- Reviewing and communicating with you

- Evolving and adjusting your plan

 

Communicating with You

On an ongoing basis, you will receive comprehensive information to keep you informed and up-to-date.

You can expect detailed statements of your account; regular, informative communication; electronic access through Gateway - our online client information centre - and face-to-face reviews on a regular basis.

 

Evolving and Adjusting Your Plan

We work closely with you to assist you in meeting your current needs for income, growth and diversification, but also take into account your plans for the future and your family's long-term security.