525 8th Avenue SW
At A Glance
We offer client-driven solutions to investment challenges to help achieve financial security
Over the years, our clients have built wealth through hard work and prudent investing. Many of them are executives in companies, while others are entrepreneurs. They expect to work with investment advisors who bring the same dedication, commitment, and respect to protecting and growing their wealth.
Our ideal client has built a family net worth of $1 million in assets.
The focus of our investment philosophy is threefold:
Accountability: We manage the serious life savings of our clients using our own talents, choosing the right types of investments to maintain and grow large nest eggs. We account for our results to our clients at least annually, and often quarterly, without deviating from the numbers on the page. Our process taps into our years of experience, our firm’s research abilities, and other independent sources to bring our clients Our Independent View.
Accessibility: We believe our clients deserve all the benefits of old-fashioned service supplemented by modern technology when appropriate. Two primary advisors are charged with the task of managing our clients’ life savings, drawing on their experience and knowledge to deliver peace of mind. To support our service, we have a team of highly-motivated and approachable people who ensure clients understand what they receive, process cheques promptly, and return calls the same day.
Advice: Our clients’ aspirations – that is where our advice begins. This demands that we listen first and offer solutions second. Our clients can expect to receive a financial plan that clearly sets out the course we will take to keep them secure and guide them smoothly to their final destination. We also assist our clients with arranging legacies and bequests for their heirs and charities.