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Todd Adams
Jennifer Crawford

Toll Free: 1800-289-7798
Fax: 905-337-2033
Tel: 905-337-2219

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
Map

"Someone is sitting in the shade today because someone planted a tree a long time ago."

-Warren Buffett


My clients are important.

They deserve honesty and respect and someone to listen to them.

Most people have a collection of investments, possibly in their RRSP or TFSA. Though they may have some success, most of the time those investments are not working together as they should.

I recommend an approach based on decades of academic research to give my clients the best chance of success. It's not exciting, but I work best with clients who want to grow their money slowly.

I've been working in the investment industry since 1994 and I haven't met anyone who knows the future although many say they do and some even believe they do. So rather than trying to predict, I focus on what we can control - risk, costs, taxes, saving and spending wisely.

Many of my clients have an analytical background. Many are engineers. They understand that details matter and they don't want a high pressure sales pitch, they want to make the best decisions based on accurate information.

Contact us today.