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.
NEWS | UPDATES
Please find the material below for the fourth topic in our financial education program for children ages 9-12: For Parents: 9-12 Topic 4 (Exploring the Entrepreneurial Spirit) Resources for Kids: Warren Buffett’s Secret Millionaires Club Webisode ‘Walkin’ the Dog’: View on YouTube Mr. Cory’s Cookies ‘Our Story’: View on Website Me & the Bees Lemonade Read More…
View pdf of article: Meeting your Financial Planner for the first time? Nine pieces of information to prepare
View pdf of article: Missing payments highlight need for seniors to prepare financial plans