Our Clients Enjoy:
Independent Advice – Never underestimate the value of independent advice. We have complete freedom of choice, which enhances our ability to serve our clients’ best interests.
Comprehensive Planning – With the simplicity of a single point of contact, our clients manage the ever evolving complexities of their personal and families financial health.
Collaboration – Communication among other professional advisors, family members and the various government agencies involved in a clients financial matters is vital in developing and implementing comprehensive financial planning. Your personal information, beliefs and desires are communicated with delicacy, discretion and confidentiality.
Accessibility – As a local firm, our clients enjoy our cottage approach to wealth management. They know all of our staff on a first name basis. We encourage our clients to see us whenever they need advice or some reassurance – We do some of our best work over a cup of coffee.