Our clients are:
- Individuals and families who are concerned about their financial futures
- Companies and professional firms that want to provide financial planning services to their executives, partners, and staff
- Individuals preparing to move into or out of Canada
Our clients’ interests first:Our advice and actions are based on our clients’ interests combined with facts and detailed analysis. Most of our services are provided on a fee-for-service basis.
Client satisfactionWe pride ourselves on building long-term relationships with our clients and their families. Our planners provide intergenerational financial and estate planning. We are proud of the fact that we have grown through client referrals and recommendations. Our client turnover is less than 1%.