Our Investors
We recognize that every investor is unique, with individual needs, preferences, investment styles and approaches. We typically advise business owners, professionals and their families who:
- want personal attention and a high level of individualized service;
- are looking for conservative, reliable management of their investments, and who know that chasing the hottest stock or portfolio manager is not a wise long-term strategy;
- want all their professional advisors working together as a team;
- understand the benefits of a clear investment strategy executed by experienced, dedicated professionals;
- want to know exactly how much they are paying for the services that they receive;
- wish to preserve their capital and earn a good after-tax rate of return without high risk.
Our Commitment
- We place your interests first. Our top priority is to understand what matters most to you, to know your dreams and fears, and to provide you with the peace of mind that comes with knowing that your financial future is in good hands.
- We continually improve and evolve to provide you with advice and service that provides real value and is the best match for you and your family.
- We practice disciplined due diligence and constantly strive to anticipate and satisfy your ever-changing needs.
- We believe in teamwork and the benefits of a full-team approach. We collaborate with financial experts in specialized areas to share ideas and insights.
- We co-ordinate with your team of advisors to ensure the smooth, dove-tailed management of all your financial affairs.
- We apply integrity and honesty in all of our practices, every day.
Our Principles
- Professionalism - We provide investment education and personalized advice that always reflects your best interests and goals.
- Honesty - We recommend only those opportunities that will truly benefit your investment portfolio.
- Teamwork - We work in tandem with your other trusted professional advisors, such as your lawyer and accountant, to create the financial strategy that best suits your specific circumstances.
- Building relationships for life - Our long-term approach to investment planning also extends to our client relationships, with an emphasis on helping each family to keep focused on their financial plan, regardless of what challenges life presents on the road ahead.
Close Communication and Personal Service
The value of meeting in person for regular reviews cannot be replaced by a phone call — it helps to maintain a strong partnership based on mutual understanding. Meeting clients face-to-face allows me to stay abreast of your family's changing needs through all stages of your life, from your working years to your retirement years and in the succession of your assets.
Close communication also keeps us informed about your specific and ever changing circumstances — educating a favourite niece, replacing the cottage roof, or transferring to a Registered Retirement Income Fund (RRIF), for example. Once we have a firm grasp of your needs, we can devise an appropriate strategy for helping you attain them using our well-stocked inventory of investment alternatives.
Another aspect that sets us apart from most of our colleagues is that, as part of our kid-glove service commitment, we are pleased to meet at your home or place of business.
