What We Do
Like some of the best business leaders and investors of all time, we believe:
"Business has to enhance people's lives or it's simply not worth doing."
- Richard Branson
Always putting the needs of our clients and their families first.
Every client is a very different human being, each requiring unique counsel and wealth management services. We work primarily with high net worth executives, professionals, entrepreneurs, and estates. Believing in a multi-generational approach, we encourage client family members to get to know us and feel comfortable seeking our advice.
Get To Know You.
Wealth management becomes more intricate as clients age, have families, and as wealth is transferred. At every stage in life, we help you with your financial priorities, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, estate and insurance services, tax planning, and philanthropic giving.
In an approach that is personalized and built around your personal goals, we listen to what is important to you and try to understand your priorities, bringing it all together to build a plan and define the investment solution that fits you.
Create, Grow & Preserve.
Our focus is on managing discretionary portfolios that both create and preserve your wealth in a tax efficient manner.
Monitor & Manage.
Once your customized investment plan that includes an asset allocation most suitable for you is put into action, we confidently monitor its performance and its progress towards your financial goals. Inevitable changes in your financial circumstances will trigger a necessary review of the suitability of your investment portfolio toward your revised goals.
We provide disciplined, transparent, and independent guidance, maintain open and regular collaborative lines of communication, listen to you, and keep you informed.
We meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance. While not always possible, we welcome and encourage face to face meetings at least once a year. And of course, our telephone lines are always open.
We make it our mission to stay in touch and be the first person you can call when you have a question regarding your financial peace of mind.
Provide Objective, Unbiased Advice.
Behind the scenes, we endeavour to remain totally objective. To that end, each year Janice attends research conferences in Toronto and New York to hear leading analysts comments and strategists talk about their views and how they see the world unfolding. This includes professionals from BMO, J.P. Morgan, Cornerstone Macro and CEO's of individual companies that we may have an interest in. We understand investor psychology and the effects of market volatility. An integral part of our work is to "hold your hand" through the inevitable ups and downs of economic cycles and "black swan" events.