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Planning

It’s all about understanding you.  From the start, we take the time to thoroughly understand your personal financial goals and objectives. Our work with you is designed to help you achieve those goals and overcome any obstacles in the way.

Investing

We will come to a clear understanding of what level of risk is acceptable to you.

We create a portfolio with the optimal mix of equity and fixed income investments specifically directed at achieving your goals with an acceptable level of market participation.

To do so we offer the full spectrum of opportunities including but not limited to individual stocks, bonds, Exchange Traded Funds (ETFs), and Mutual Funds. These include a range of products from numerous providers.


Insurance

We also help you manage financial risk– the “What If’s”

What if:

  • You can’t earn an income for a period of time, or ever again?
  • You have money in your corporation that you want to access tax efficiently?
  • You have a cottage or chalet that you want to keep in the family?
  • Your family no longer has you to provide for them?

These are all real life risks that can impede your ability to attain your financial goals and objectives. We can help you not only to identify those risks but also offer solutions that will let you mitigate them and sleep at night

Review Process

We conduct regularly scheduled reviews as well as impromptu communications as markets dictate. You will not be subject to a "set it and forget it" approach.

We will:

  • Check in to see what has changed for you. 
  • Quarterly:
    • Update you on markets and your accounts
    • Recommend appropriate changes
  • Annually:
    • Review your goals to see what has changed
    • Rebalance asset mix