Toll Free: 800-387-9314
50 Burnhamthorpe Road West
2825 Eglinton Avenue West
First: We get to know you as an individual. We take the time to understand and listen to your financial needs.
Second: We will design a plan that is in line with these needs and objectives and provide you with an unbiased recommendation.
Third: We take the time to ensure you are comfortable implementing the plan and then we will invest your money as we were investing our own.
Fourth: We do a comprehensive review of all the available investment solutions and implement the best one for you by engaging outstanding money managers from around the world to manage your portfolio.
Fifth: When required, we engage other wealth management professionals (i.e. Wealth Management Consultants, Tax Specialists, Estate & Trust Planning Specialists, Estate & Insurance Advisors, Mortgage Specialists, Banking and Lending Specialists, and Trust Specialists) to ensure we have covered all the different aspects of your wealth plan.
Sixth: We will meet with you on a regular basis, and as needed, to review your investment and financial plan and make any necessary adjustments along the way to ensure you remain on target in meeting your goals.