Toll Free: 1-800-567-3008
1 First Canadian Place
38th Floor, P.O. Box 150
To provide a long-term, personalized strategy that will address the needs of your financial life.
In part, the mission statement is executed by:
- information gathering to allow us to see the whole picture
- developing a customized plan to suit your needs and goals
- determining an investment strategy for income and growth
- tax implications, be tax smart where we can
Our clients (and prospective clients) are people who want advice, listen and act on that advice, and recognize the value of the advice received. Their investible assets are a minimum of $250,000. They are at different stages in life from young professionals and business owners just starting out in their investment life (RRSP's, TFSA's, RESP's) to well established, successful clients who have already accumulated significant wealth. Also, clients with elderly family members who need help with their investments and associated planning, thus relieving the day to day obligations of the family. All have investing, estate and financial planning needs that my team and I provide.