We work with clients to consider the profound questions, 'will I be OK?' and 'how can I look after my family?', and move beyond that to help them connect their money to what's meaningful to them. Our services include retirement planning, insurance planning, risk management, financial planning and estate planning. The information on this website is intended for residents of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario only.
Services
Clients are intelligent, motivated, thoughtful and caring individuals who want to enjoy life and provide for their families. You want to use your money to go beyond meeting your own needs and make a difference in the world around you. You understand that you are here to make a difference, not just to make money.
We begin with an emphasis on core values, as values drive goals, and goals drive decisions. In fact, values-based decision making provides greater, sustainable, impetus than goal-based decision making alone. We guide you through exercises to uncover your goals, money personality and investor risk profile.
Insurance is part of the foundation of a complete financial security plan. It helps protect you and your family in the event of death, a disability or critical illness. While you're still living, some life insurance policies can build tax-advantaged cash value which can be drawn upon1 to help you achieve goals, such as buying a house or retiring comfortably.
The vast majority of our new clients are referred to our firm by existing clients or professional advisors including accountants & lawyers. We have always been extremely happy with the work and success you provide. We gladly recommend you to everyone who suggests they may need financial direction - J.R. & S.R.
An advisor can help you find more money to save and make the most of your investments-regardless of your income or life-stage. Canadians with a financial security plan are almost twice as likely to feel "on track" with their financial affairs as those who do not.* Your financial security plan should be as individual as you are and should reflect your life stage, personal circumstances and future goals.
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