What Makes Us Different?
As successful independent business people ourselves, we understand first-hand how success comes from proper long-term planning. Our behavioural approach to investing is based on our principles and practices, which if followed, ensures you have confidence in your future and that your investment needs are customized to you. While not everyone needs in-depth planning, our approach to planning is based on our proprietary 5-step Financial Navigation Process which ensures that your plan is customized to your needs and integrates and optimizes investment, tax, insurance and estate issues. The depth of analysis behind our recommendations sets us apart from our competition. We then help clients implement these recommendations through major investment management firms, banks or insurance companies at a cost generally lower than most competitors.
We take this skill and experience and add a friendly, sincere and caring approach to service, which makes our clients feel comfortable and confident in their decisions. We firmly believe that it is paramount to be honest and fair in all dealings and recommendations.