Kelly Husky - About Our Clients

Our approach is designed for clients whose financial affairs have become increasingly complex and they require professional assistance in managing the four pillars of their wealth. Our clients include:

Successful business owners and self-employed professionals who need assistance managing personal and business assets
Pre-retirees who want to make the most of their savings as they approach retirement
Busy executives and professionals looking to free up their time to focus on personal and career goals
Retired individuals requiring innovative strategies to maximize their after-tax income in a conservative investment plan

Why We Are The Preferred Choice

Many Canadians have several financial advisors: an accountant for taxes, a broker to trade stocks, a financial planner to handle mutual funds, a lawyer to prepare a will, a banker to manage credit, an insurance agent to purchase protection, and more. The problem is not with the number of advisors, but that none of them provide integrated planning. They do not speak to each other to offer a cohesive approach to providing advice. This can leave you in the middle to pull it all together – something you may not have the time, desire, or expertise to take on.

We will bridge the differences to link the four pillars of your finances (investing, taxes, retirement, estate) to create an integrated framework that produces effective financial peace of mind.

Our Commitment to You

In all relationships it is easier to meet or exceed someone’s expectations if each party fully understands the expectations of the other.

What you can expect from us:

Prompt and courteous service
Answers to your questions with knowledgeable and informed advice
High-touch communication in the style and manner that you prefer
A time-tested and proven portfolio design embracing education, transparency, common sense, and meaningful discussion around your unique goals

Think we would make a good partner in your wealth management? Click here to send us an email.