Our team is proud to offer a wealth of products and services to our clients. Collectively, we possess an unparalleled amount of knowledge regarding both financial planning and investment management.
Financial planning makes up a substantial part of our practice. We believe that every client deserves a comprehensive financial plan which addresses their monetary worries and provides them with a roadmap towards a happy retirement or easy business succession.
Our team has experience with both personal and commercial financial planning. We understand the complexities involved when planning for business owners and the ways in which to navigate these challenges.
In addition to financial planning, our team is proud to offer a wide range of investment management services. We have the unique ability to both; trade options for clients and to make trades for US residents. As well, Derek Graham is a managed portfolio advisor, which enables him to make trades for clients on a discretionary basis.