Detailed planning is OUR CORE CAPABILITY
Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.
We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for our clients, but for us, as well.
We are firm believers in empowering clients to meet their goals and feel this is achieved best through:
- Education and seminars
- Face-to-face meetings
- Frequent communication and timely portfolio reviews
- Helping clients think about their money in different ways – how does it help you achieve your goals vs. do you have enough?
- Having open conversations that are cross-generational
- Focusing on life stage, age, and tolerance for risk and goals achievement
Meet our Financial Team
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
