Tom and I are life partners --married for over 30 years-- and business partners. Our relationship with each client is one of a committed partnership. For many, we have become family. We celebrate and take care of everything our clients have created-- and everyone in their lives. In return, our clients trust us to design the best strategies for their life and legacies.
Technical Expertise
Committed to ever-expanding technical and analytical knowledge, we bring vast skills as financial planners and investment advisors to each situation of your life.
Personal Expertise
Our personal commitment to you and to our work keeps our bar high. We walk side-by-side with you as you sort through the often complex and emotional life issues. Guiding you through difficult conversations and decisions anchors your confidence in us, and in your own choices.
Extensive Expertise
We constantly strive to create the best solution for every situation you may encounter. There is always a way. Over the past 30 years we have seen it all and have developed time-tested solutions that resolve each situation.
We create bespoke Life Designs from very practical perspectives.
Understanding You
We take the time to understand who you are, where you have been, and where you want to go. Each life carries an important story. We listen well. Often what is most important is tucked in the nuances of fascinating stories.
It is also essential to take time to understand your current situations: personal, family, financial, strategies and your businesses. This allows us to see what you have created and where you stand now. This is critical to understanding your goals so you can honour your dreams and aspirations.
Once we have a full understanding of who you are, where you want to go and the barriers in the way, we can assess and address your top priorities.
Creating Your Unique Life Design
Each Life Design is absolutely practical: clearly defined objectives and time horizons, professional portfolio management, in-depth reporting and tax efficiency with unparalleled premium personal service.
With experienced partners in trust, estate, insurance and banking, we meet and manage every challenge. We work closely with your accountants and lawyers to make sure our strategy aligns with other financial professionals on your team.
Our workable designs and plans provide you with immediate and future life solutions. You can be confident that there will be enough for everything you want to do now, while saving towards your future goals.
Walking With You
We are 'stewards,' committed in partnership with you. We create your Life Design, mapping out the best path forward...but we don't stop there, we walk that path with you.
We take great care to make sure that you always get the full picture - in context - so that you can make informed and best decisions in every area of your life and finances.
Our entire process of modeling, testing, and coaching is to help you live your life with meaning and purpose. We believe that Purpose drives everything. It drives your Life Design, your whole investment strategy, and every choice we help you make.
