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Brad Charlton
Kevin Devine
Holly Traikos
Rhonda Blanch

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Business Beliefs



Why do we do what we do?
Being wealthy means something different for everyone.​
Success is measured as your ability to define what you want and then achieve it.

We can help you focus your efforts.
Click here to see our process

You cannot reach your goals if you are deficient in TED (Time, Expertise or Discipline)
We add value by complimenting your efforts and helping overcome any shortcomings you might have.


Time - Allocating sufficient time is what many investors lack. Do you have the time to:
  • Identify and quantify your Distinct Prosperity Targets.
  • Analyze investments
  • Create strategies
  • Constantly monitor to ensure performance is aligned with your unique goals
Expertise - Seizing opportunities and avoiding undue risk is key to reaching your goals.
  1. Do you know how to benefit in changing market conditions?
  2. Do you know how tax rates affect various investment decisions?
  3. What are the best investment options for what you are trying to accomplish?
  4. Can you marginalize risk within the portfolio?
Discipline - A defined management style will help you identify when changes need to be made to your strategy or when to stay on your existing path. Maintain a strict and objective trading discipline to reduce emotional decisions.


To be effective, all strategies should be SAFE

Simple – easy understand and implement.
Adaptable – easy to adjust to the current environment.
Flexible – easy to initiate, participate and terminate.
Efficient – doesn't take up too much time, effort or cost.


Trust isn't given, it's earned
We're in this for the long haul. Through honesty and hard work, we will earn your trust.