Our team is dedicated to working collaboratively with you to help achieve your specific goals
We spend considerable time with our clients evaluating their financial needs before making any kind of investment plan or recommendation. We can help you navigate the complexities of managing wealth, while providing solutions that are custom tailored to your individual needs. Utilizing the strengths of our in-house specialists, we help find the simplest solutions. Our goal is to create a portfolio that you understand and can stick with, even during challenging market conditions.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. Our team's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, maximize and transfer your wealth, we are here to help meet all aspects of your financial needs throughout your lifetime.
| 
| Financial Planning We hold strong convictions about the immense value of financial planning to combat financial uncertainty. A financial plan serves as the foundation for all wealth management. It can help provide you and your family with the peace of mind of knowing that you are on the right path; balancing present comfort with future security. For those who have not experienced a financial planning session, we liken the process to collaboratively creating a map.Contrary to what one might expect, financial planning is not oriented around an individual's finances, but instead revolves around his or her goals. Charting an effective course is impossible without a clear vision of your destination and the stops you would like to make along the way. Perhaps you want to retire by a certain age, purchase a new home, or help your children or grandkids save for university. Before delving into your current expenses and income, we want to get a sense of who you are and what your priorities are. Once these goals are established, time milestones are put in place to gauge your financial progress towards your goals, beginning with the next five years. We will help you establish yearly cash-flow and year-end net-worth milestones to help you stay the course on the journey to accomplishing your goals. One of the greatest advantages of having a plan is that if you find yourself drifting off course, we are available to help you recalculate and get back on track. |
Understanding Risk Risk is one of those four-letter words that people try to avoid, particularly when it comes to investing their hard-earned dollars. Although risk does not necessarily mean that you're going to lose all your money, it's this image that often springs to mind when the subject is first broached. Having said that, it's impossible to completely eliminate risk since all investments carry some degree of it. The key to being a successful investor is to determine the level of risk that you are prepared to tolerate, and then invest accordingly. This is why work with our clients to understand both their ability and willingness to take risk before creating any investment plan. | 
|
| 
| Investor Education One of the top priorities of our practice is to enhance the financial knowledge of our clients through education. We strive to accomplish this goal through our annual Investor Seminar, in which clients are given the opportunity to learn more about the investing landscape and the economy. We publish weekly online articles and monthly investor lowdowns. These publications explore a wide diversity of investment-related topics, such as properly understanding risk or behavioural finance, a field that seeks to understand the decisions and rationale of investors through the lens of psychological theories and principles. |
