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Our Process

A blueprint for today, so you can enjoy tomorrow

With your personal agenda in mind, together, we’ll look at your current financial situation, and build you a strategic roadmap for your own unique future.

We take our role very seriously and understand how important your well- being and financial security is to you.  We’ll work closely with you to learn about you, and your family, your goals, and lifestyle, as your trusted advisors we will help you reach your very best tomorrow.

Benefits

Instead of making financial decisions one at a time in an isolated manner (micro) we advocate financial decisions based on an organized coordinated and integrated model (macro).

We’re here to help

By following our wealth building process all your assets will be coordinated and integrated, working harmoniously together to provide increased cash flow and financial security.

Knowledge is power

Our process is evidence based and verifiable, helping you to evaluate and measure your results. You will be able to make decisions based on fact, not opinion or sales hype.

You’ll take the wheel

We’ll ensure that your assets are accessible, and remain in your own control, using all our resources and strategies to help you make the most intelligent financial decisions.

Costs

We do not charge an upfront fee for our planning process. We believe individuals referred to us deserve the opportunity to see if they can improve upon their financial position without an upfront fee attached. Our experience has proven that Canadians want the type of relationship with their financial advisor that entails no pressure and no sales hype.  They want an accurate and honest appraisal of their financial situation that is comprehensive and focuses on the “big picture”.  They are looking for sound financial strategies that work.  This is what we deliver, each and every time.

How We Are Compensated

As independent financial advisors we are in a position to offer a wide range of financial products through various financial institutions without bias.  Our primary role is to provide wealth building strategies to our clients.  Financial products are used to execute the plan.  Upon the implementation of various financial products, we are compensated directly from the financial institution utilized.  Our fee based model is well below the industry average providing excellent value to our clients.

See The Big Picture >

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Evidence Based Investing

 

Evidence Based Insights

Discover the 12 Essential Ideas for Building Wise Wealth

We’ll help you learn how to invest with greater confidence – with evidence, not emotion, guiding your way.

Download Our White Paper to Learn More >

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