We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.
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Please note our office will be closed this Friday, April 19th and Monday, April 22nd for the Easter Long Weekend. Our Financial Planners are still available via email and cell phone both of those dates. Our office will resume regular business hours at 8:00am on Tuesday, April 23rd. On behalf of our team, we wish Read More…
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