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Contact Us

Danny Costa
Emma Dunne

Tel: 905-897-5218
Tel: 647-292-5184

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Our Process

Regular Reviews:
  •  In-person or telephone conversation – Client’s choice
  • Update provided on stated goals and objectives
  • Review Portfolio Performance vs Market Performance and stated goals Revisit Portfolio Asset Allocation and confirm suitability
  • Review client’s current situation – any material changes to accommodate?
  • Discuss recommended portfolio changes.
  • Update Retirement plan, Estate plan and new scenarios as appropriate
Behavioral Coaching:
  • Keeping our clients informed and encouraging them to stick with theirplan
  • We will always be there to answer questions/provide support
Income Generation:
  • We will assist in tax efficient de-accumulation of assets where required                                                       
Responsiveness: We hold ourselves to a high standard: we endeavor to return calls and emails the same day if received in the morning or no later than the following day if received in the afternoon.




Problem resolution: If we identify a problem or concern, we will act promptly to address it and keep you informed until the issue is resolved.




Quarterly Newsletter (by email): provides you newsworthy items and timely or important facts to
consider