You’ve earned your spare time.

The success that has brought you your wealth has likely cost you much of your time. At the end of the day, you should be able to spend what’s left on the things you enjoy, which for most people doesn’t include organizing your finances.

If you’re not managing your money yourself, you want to know that it’s being done right by the people who are. That means having clear communication with a reliable team who understands the importance of tracking and obtaining your financial goals.

Our Services and Products

Our services include:

  • Financial planning
  • Retirement planning
  • Estate planning
  • Tax management
  • Investment management

Our investment product offering includes:

  • Equities
  • Exchange Traded Funds (ETFs)
  • Bonds
  • GICs
  • Mutual funds

Everything in its Right Place.

You hire specialists because you want to know without a doubt that things are in place when you don’t have the time to work it all out yourself.

When it comes to tax and estate, though, the answers you get from specialists still have to be acted upon and brought in line with your other strategies and timelines. That’s why we go one step further, helping clients:
  • Review your tax and estate plans with specialists within our network
  • Identify and correct liabilities in your plan
  • Keep wills and powers of attorney up-to-date
  • Coordinate 3rd party specialists with your retirement, financial and investment plans

How fast is your wealth growing?

Your finances can get complicated, but it’s all a little easier if there’s a single indicator that lets you know you’re making progress.

For us, that indicator is net growth. It’s not about shooting for maximum returns, it’s about balancing your priorities in such a way that you can achieve an upward trend of growth over time.

Factored into your net growth is:

  • Your risk tolerance and the degree of risk in your portfolio
  • Your budget, savings plan and long-term accumulation
  • Investment growth through your custom portfolio
  • Milestone goals and eventual retirement date

The Net Growth Process

When it comes down to it, the only thing that matters is building your net worth. When this is your focus, you also have the convenience of looking at one number, and understanding the strategies and research that are behind it.

The Net Growth Process
STEP 1 DISCOVERY
  • Review your existing plans, statements and portfolios
  • Financial questionnaire provides a clear picture of your needs and goals
STEP 2 PLANNING
  • Consult with relevant specialists
  • Assemble and fine-tune written financial plan
STEP 3 PRESENTATION
  • Present full financial plan
  • Explain strategies for growing and maintaining your net worth
STEP 4 IMPLEMENTATION
  • Apply all strategies and investments
  • Begin process of growing net worth towards personal goals
STEP 5 ONGOING COMMITMENT
  • Open communication between regular progress reports
  • Plan is updated every two years

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