Our Process

Commitment to Clients

 

Continuing Education

Each one of our advisors obtains a minimum 30-50 hours per year of educational upgrades/workshops and professional development on various topics including financial planning, financial market updates, and professional insurance development.

Personalized Process and Plan

None of our clients are the same therefore neither are their financial plans. Our financial planning process is not (and never will be) “cookie-cutter”’ or “one size fits all.” We will develop a unique personalized financial plan geared toward reaching your goals and dreams.

Return on Life

Managing assets is an extremely important piece to your plan, but we do more than just that. We partner with you and design a plan which will guide you in preparing for life stages, dealing with transitions and helping you reach your goals. In addition to return on investment we strive to provide a return on life.

Objectivity and Commitment

We commit to creating a partnership with our clients and provide our best effort and objective advice to get them from where they are now, to where they want to go.

Organization and Education

The world of finance is vast, complex and constantly changing. We will help our clients understand various financial topics and ensure all questions they may have are answered. Our planning process is delivered in a well organized and easy to comprehend manner.

Ethical and Honest

Our team prides ourselves on having a client-first mentality. Without our clients, we wouldn’t be able to do what we do every day. Integrity is engrained in the DNA of our team. We are members of various financial advisor associations.

Go the Extra Mile

We value putting our best foot forward and doing the best job we can for each of our clients. The reality is, there is only a certain number of hours in a day, so we can’t work with everyone. When we engage in a relationship, we look at this as a serious long-term commitment and are always willing to go the extra mile for those who trust us in what we do.
 


 

We are proud members of Advocis, The Financial Advisors Association of Canada.