Guiding You to Financial Freedom
Our Unique Value Proposition
We are independent, and passionate about being so. This means we operate from a perspective free of the influence of direct ties to any financial institution. Our team can design and implement the right investment portfolio of registered or non-registered assets, as well as proper insurance protection.
We are planning focused. Our comprehensive six-step process The Worry-Free Retirement Program ensures our clients’ retirement, tax, income, estate or business succession planning needs are met, and incorporates the design of the right investment portfolio.
We are a team. Unlike many of our competitors, our clients are a client of the firm, not just one individual. This ensures our clients benefit from the collective knowledge of 8 experienced advisors that hold a Certified Financial Planning designation, most of whom have a minimum of 25 years of experience in the financial services industry.
We use a teaching approach. We pride ourselves in taking complex issues and making them more understandable, to ensure our clients have a complete and thorough understanding of both the issues and solutions. We believe our decades of experience plus years of success is deeply rooted in our commitment to fostering a high trust relationship with our clients.
We “Simplify and Protect”. When we get out of bed in the morning, we set our goal to simplify and protect our clients’ financial lives. We do this by focusing on planning, simplifying complex issues, identifying/solving problems, delivering exceptional service, creating and monitoring superb portfolios and caring about the client experience.