In
order to preserve and enhance your wealth we believe we must truly
understand all aspects of your financial picture, from retirement
savings to family businesses. Our role, as your personal financial
consultants, is to ensure you are aware of the numerous strategies and
services available to you. In doing so, we work closely with
professionals in the areas of Accounting, Legal, and Insurance services
in addition to our Investment and Financial Planning expertise. Through
our comprehensive and pro-active approach we strive to provide you with
financial peace-of-mind knowing that you are making the most
appropriate and cost effective use of your assets given your personal
and financial objectives.
What Makes Us Different
Because
we take the time to listen, ask questions and truly understand the
passions of our clients both financially and personally, we create very
close bonds with our clients and their families. The strength of this
bond and level of trust is evident by the diversity of locations where
our clients live. The majority of clients are from Vancouver Island and
the lower mainland of BC, but we also have several relationships that
span the globe, from Northern BC to New Brunswick, the UK to Malta,
Singapore to Costa Rica. Although the distance is great, with
technology and our highly personalized service, clients feel as though
we are right next door. This diversity in geography also benefits our
other clients because in a global investment environment it is helpful
to gain insights directly from individuals around the world. These
relationships add depth and perspective to our understanding of the
global economic and investment environment and help to shape our advice.
Our Commitment to Superior Service
Personalized
service is the foundation of our business. Whether it is customized
reporting, investigative financial work, or personally delivering
documents, you can be sure that we will do whatever it takes to provide
you with the financial service you deserve. You have our promise that
cheques will be issued promptly, that you will have thorough and
knowledgeable answers to your questions, calls will be returned
promptly, that you will have helpful and accurate reporting of your
accounts at all times, that you are always aware of the alternatives
available to you, and that our recommendations are explained clearly.
We
believe clear communication is paramount. We speak with clients
regularly and are happy to conduct your portfolio reviews at our office,
your work, or your home. We provide weekly and monthly market and
investment strategy comments by e-mail as well as our Quarterly
Newsletter by e-mail and mail. Additionally, we provde regular seminars
and conference calls.
We always strive to provide clients with
flexibility, and choice, which is why all of our services are available
in either a traditional transaction based, or all inclusive tax
deductible fee based structure.
You'll enjoy access to a wide
range of wealth management services, including credit and banking
solutions, business financial services, estate planning and trust
services, cash flow management, financial planning, as well as asset and
income preservation through insurance planning.
Working with our
team gives you time to pursue your passions, confident in the knowledge
that someone who understands your personal needs is overseeing the
development and implementation of your wealth management strategy.
Our Communication Policy
Whether
by e-mail, phone, or fax you can always contact any one of our team
members with questions or concerns. If you leave a message you are
assured to have your call returned promptly. You can also view your
accounts and access our research over the Internet via our Gateway
Program.
