About Us
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
Our Process
Financial planning at first glance can seem to be a complicated subject or something that is only necessary for the rich with wealth to manage. Nothing could be further from the truth.
It is critical that all Canadians, regardless of their financial standing, use their resources responsibly and “align their financial goals to protect what matters most”. For most Canadians, money is earned and spent with little thought to where it goes and for what purpose. We have urgent obligations such as rent/mortgage payments, bills, loans, fees, etc. We are also bombarded with advertising that tells us what we “should desire” or “need to have”. This “desire” based spending eats up our limited resources, often before we have really thought about what is truly important to us and thus allocating money toward these areas.
The idea behind your financial compass is to lead you through a process that reverses this pattern by first establishing what is truly important, then to assess your current position and spending habits in relation to what matters most to you. Finally, we establish a “comfortable” weekly or monthly amount to allocate toward planning appropriately to both build wealth and eliminate potential risks to the plan.
Once completed, the Compass is a living plan which is reviewed annually and amended to ultimately build a roadmap to your financial independence and goal achievement. In essence, “realigning your financial expenditures to protect what matters most”.
There are two sections included in this document which outline the components of the Risk Management and Wealth Building strategies. The information in these sections will give you a solid background to understand each of these areas prior to meeting with your planer to complete the Financial Compass Program Worksheet.
Our Philosophy
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
