We simplify the financial planning process with a structured discovery method that identifies your personal and family goals and short- and long-term priorities. Throughout our wealth management partnership, we will strive to provide ongoing education and coaching.

In our discovery meetings, we will discuss your:

  • Portfolio objectives
  • Immediate and medium-term income needs
  • Projected need for retirement income
  • Expected longevity
  • Estate planning, regardless of your age:
    • Ensuring beneficiaries are correctly named
    • Establishing life insurance and gifting money to children earlier to reduce the role of the CRA in your life
    • Naming powers of attorney and beneficiaries correctly
    • Charitable giving strategies

Early in our relationship, we will develop your comprehensive and personalized wealth plan. You will receive a clear, one-page document (see example below) that acts as your roadmap to achieving your goals.

What sets us apart most is our combination of long-term, big-picture vision, attention to the smallest details, and dedication to ensuring you are well informed and in the driver’s seat when it comes to your money.