Detailed planning is OUR CORE CAPABILITY

We strive to become the trusted Advisors in our clients’ lives, helping to ensure that you and your family meet and exceed your long-term financial goals.

Our Mission

We believe each and every client has unique needs and is entitled to a personalized approach. We are known as advisors who value trust, confidentiality and integrity above all else. Our ultimate goal is to exceed your expectations, delivering extraordinary levels of service on the way to achieving your financial objectives. We endeavour to become indispensable coordinators for all your monetary concerns.

Our business philosophy embraces:

  • Relationships based on trust with no conflict of interest
  • Regular, open communication and consultation with clients
  • Thoroughly researched, proactive and timely investment advice
  • Depth of detail and clarity of information for portfolio evaluations
  • Prompt attention to client requests and transaction orders

Teamwork

Teamwork is one of our most crucial success factors and, together, we work in a close and sharing environment. Not only do we share ideas, but we share responsibility. Whether Peter or James is your main contact, you can expect to have access to ourcombined expertise, insight and methodology at every juncture in your investment experience.

Meet our Financial Team

Peter Schikkerling Bio Image
Peter Schikkerling
Senior Portfolio Manager
James Schikkerling Bio Image
James Schikkerling, CFA
Portfolio Manager
Dave Holz Bio Image
David Holz
Sales Assistant
Stephanie Schikkerling Bio Image
Stephanie Schikkerling
Client Service Coordinator
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger