Our philosophy

The Stack Team Philosophy

Our investment philosophy is to know and understand each client's goals, objectives, and risk tolerances, and use this knowledge to create a personalized portfolio consistent with these factors. We believe it is important to look after the financial affairs of our clients in their entirety, by providing comprehensive investment, retirement and estate planning strategies specifically tailored to their individual needs and objectives.

The cornerstone of our investment philosophy is simply that one size does not fit all. An investment strategy that may be a perfect fit for one person may not come close to suiting another. Each client is an individual, with his or her own outlook and expectations, tolerance for risk, family considerations and responsibilities, and financial resources and goals. A personal approach to investing takes all of these factors into account to produce a unique plan for each client. Our goal is to help each client develop, implement, and monitor the success of his or her own personal investment strategy.

How do we measure success?

Helping our clients achieve financial security and success in meeting their goals is the bottom line for us over the long term. But just as important to our clients in the short term is peace of mind, what we refer to as the "sleep factor". We help our clients understand that there is no such thing as a risk-free investment, the different levels of risk inherent in various investments, and their personal risk comfort level. When clients build their investment strategies around their personal tolerance for risk, they sleep better at night. They are also patient enough to stick with their investment plan despite market volatility and, as a result, they achieve better results in the long term.

We are licensed in the following provinces:

Newfoundland and Labrador
Nova Scotia
New Brunswick
Ontario
Quebec
Alberta
Prince Edward Island

Our Values

Transparent Approach

When providing advice, transparency is a fundamental cornerstone in our approach. We recognize that trust is key, especially when we're talking about your money and future. Our approach is all about building solid, long-lasting relationships through open conversations. At the Stack Team we don’t use big words and complicated concepts to describe your financial situation. We want you to understand your financial picture, whether it's planning for retirement, setting up education funds, or working on wealth transition. Our goal is to provide you with smart, lasting financial plans that make you feel confident and in control.

Client-Centric

When you trust us with your financial journey, our promise is to prioritize what matters most to you and your family. We take the time to get to know your individual situation and create an individualized plan for your specific needs and wants. We do not give you a one fits all solution. With a focus on you and your specific situation, we tailor your wealth plan and create a path that allows you to reach your personal financial goals. We get it, finances can feel uneasy and sometimes stressful. Our approach is to flip the script and make your financial journey as comfortable as possible. Our goal is simple; create an environment where you feel at ease, confident, and reassured about your financial decisions.

Disciplined Focus

Our disciplined approach to wealth management is the foundation of our investment strategy. In a world flooded with information, we pride ourselves on relying on trusted, reliable sources that stand the test of time. Behind our advice stands a seasoned team backed by the resources of one of Canada's largest banks. It's not just about Andrea and Emily; it's about tapping into the collective wisdom and vast resources that are available at CIBC Wood Gundy and our partners.

Lifelong Learning

In the ever changing landscape of finances and the market, we hold a core belief in the power of enhanced knowledge. Of being lifelong learners. We aim to equip ourselves with the expertise needed to provide you with sound financial advice tailored to the current realities of the market. Our commitment to staying on top of the market isn't just for our own benefit – it's so when you turn to us, you're getting advice that's not just current but ahead of the curve.