Randy and Ian communicate the benefits of simplifying your life financially to enjoy the things you love.
Ian Munro:
Our mission, the reason we come to work every day is simple, we want to simplify your life so you can do what you really love.
Randy Yozipovic:
For some people, they love their profession and want to keep working. For others, it's running their business. And for others yet, they'd rather play or pursue hobbies. Some of you, on the other hand, want the freedom and time to be grandparents, to take care of your aging parents or to give to a meaningful charitable cause.
Ian Munro:
Whatever your true love, our aim is to help consolidate your financial priorities so you can focus on those other passions.
Randy Yozipovic:
One of the main ways we accomplish this is by helping you establish a comprehensive financial plan that combines your most important goals, then integrates investment, tax, wealth protection and legacy altogether under one roof.
Ian Munro:
And behind the scenes, our team is here to serve you, whether you need access to your money for a new car, a gift for your children, or a much needed vacation.
Randy Yozipovic:
Our team truly prides itself on being proactive. We're committed to learning about your needs, paying attention to your portfolio, and then reaching out to you when circumstances necessitate, as opposed to waiting until you come to us.
Ian Munro:
Every day, the families we serve, let us know the peace of mind that they've received from working with us has allowed them to live meaningful lives, free from financial complications. We are glad to play a small part and are very grateful and thankful for your trust.