Keep it Simple
Focus on people, not on products
A key determinant to successful investing is an appropriate mix of assets (Cash, Fixed Income and Equities)
Have a plan and follow it
Invest in quality securities
Time in the market is more important than market timing
Always invest with tax consequences in mind
Don't use a short time frame to define success or failure, investing is a marathon, not a 100-yard dash
Periods of difficulty, negativity and confusion usually represent excellent long-term buying opportunities
We take a balanced approach to investing
Ease of contact
Fast and efficient follow-up
Regular communication and performance reporting
Expert knowledge of products and services
We strive to understand your total financial situation
We believe strongly in education and endeavour to continually upgrade our skills
If and when we don't have an answer to your question, we find it out for you
We draw on these tremendous resources and using our own intuition we construct portfolios that will help you achieve your goals
We help to define what you want out of life and how your financial situation can be adjusted so you can become happier and more prosperous
We act as a buffer between your emotions and your investment behaviour
We serve as an information filter and resource for your financial matters
We handle all of the worrisome and complicated procedural issues relating to your money