Our mission is to provide families peace of mind by offering them one point of contact for all of their wealth needs.
- We believe that the behaviour of the individual is the major determinant of lifetime investor returns. To that end, we coach our clients to focus on the things that matter and that are within their control (e.g. setting goals, budgeting, asset allocation, etc.). This helps avoid making big mistakes.
- We believe in a goal-focused, planning-driven approach to wealth management; not a market-focused and event-driven approach. The wealth plan, rather than any momentary market viewpoint, dictates the composition of the portfolio. Furthermore, we believe that asset allocation is the major determinant of long-term investment returns.
- We believe working collaboratively with your partners (tax, legal, insurance, etc.) is the most efficient way to realize your goals. It will also save you quite a bit of time and, not least of all, make your life easier.