Clients trust us with their life savings, their life’s work and their life’s aspirations. The significance of this is not lost on us and we view it as a great privilege to be in service to them and join them along their journey. While we take our responsibility to clients seriously, we try not to take ourselves too seriously and have fun along the way.
Our team takes great pride in the work we deliver for clients. We work hard to uphold our reputation for quality and exceptional client experience. We are never satisfied with average and are continuously working on ways to improve the quality of the work and experience we deliver to clients.
We work with a select number of high-net-worth executives, entrepreneurs and their businesses. We firmly believe that to be able to deliver high quality and highly personalized service, we can't serve thousands of clients. We partner with clients who are a good mutual fit and find value in our process and the results we deliver.
To determine if you are receiving value, you need to understand not only what you are getting, but also, what you are paying. For years, we’ve fully disclosed all costs associated with our planning process, allowing our clients to determine the value they are receiving from the process.
As an independent, employee-owned firm, we're invested alongside our clients, both figuratively and literally. Our success is dictated by your success and we understand that we have to work hard to continuously earn your trust. We also "eat our own cooking" by following the same planning process and engaging the same investment counsellors and insurance underwriters as our clients do for our own families and business.
Ready for a different approach? Let's start with a conversation about what matters most to you.