Our passion is managing investments for you
Each member of our team grew up in a family business. Wealth management and family are integrated into us. We strive to have relationships with our clients like they are our own family members. We’re driven to provide financial solutions in our clients’ best interest as we would for any member of our own family.
As a discretionary Portfolio Manager, we put an Investment Policy Statement in place to guide our strategies used to manage investments. We proactively do all the work of managing securities in your accounts, including administration, planning, reporting, and regularly communicating with you. Discretionary management gives us the flexibility to find the right opportunities that fit your values and goals, freeing you from having to make constant and numerous decisions.
We work collaboratively with you and interactive online software that can model decision outcomes — from financing renovations to knowing when to retire – to help us understand exactly how it will impact your future finances. We include you in the development of your financial plan and strive to make the plans deep and meaningful.
We are more than just relationship managers. We strive to provide in-depth knowledge about financial products, strategies, taxation, and administration. For the past 25 years, we’ve built our legacy around an analytical approach to wealth planning. Our blend of entrepreneurial thinking combined with a background in accounting means the process we undertake for our clients is carefully assessed while being broad in scope.
We’re selective about our clients. We work with successful professionals and business owners that care about the details but are comfortable with delegation to experts in their field. We’re long-term in our approach. Money needs to have meaning — the rate of return on your investments is part of a wider goal to find a balance between the financial resources you have and how they support your lifestyle.
We value honesty, transparency, persistence, hard work and humility. We believe money must have meaning to be managed properly. We strive to be your personal financial advocates.