Our Four Pillars:

Trusted - We have over 45 years of combined experience in giving financial advice.

Confidential - We are discreet when dealing with our clients personal and financial matters.

Reliable - We handle our clients affairs promptly and efficiently.

Diligent - We work effectively for our clients to help them reach their goals.

What we don't do

Buy Investments for our clients that we wouldn't buy for ourselves - We invest alongside our clients and purchase many if not most of the same investments.

Think short term - We think long term, similar to the tortoise winning vs. the hare.

Invest in Canada only - We scour the world for investment ideas.

Put our interests before clients - Our clients come first. Always.

Give answers when we don't know - We honestly say when we don't know!

Get involved in any referral network - The only referral network we want to participate in is the one from our clients!

Discontinue learning - We are always trying to enhance our investing process.

Not communicate with clients - We are in constant contact with clients as well as their accountants and lawyers.