Already working with an advisor?
See how we compare
1 / 7
On average I hear from my advisor:
Our clients hear from us on average 16 times a year. 12 times via monthly video update, 1-2 times for review meetings, 1-2 times for events and 1-2 impromptu plan check-ins via e-mail
2 / 7
How much did you pay for your financial plan?
Our clients get free, ongoing financial planning advice and financial plans at no charge
3 / 7
My advisor is licensed to invest me in
We invest our clients in ETFs, Mutual Funds, Segregated Funds, GICs, Annuities, SMAs, and Alternative Products.
4 / 7
When it comes to education and credentials, my advisor has
Lead financial planner Greg Sykora brings 15+ years of experience to the table and carries 4 designations, including one specific to financial planning: Certified Financial Planner (CFP), Certified International Wealth Manager (CIWM), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI)
5 / 7
When it comes to my retirement, my advisor
We pride ourselves on building easy-to-understand retirement plans for our clients that we regularly reference to ensure you're on track.
6 / 7
Stock pickers and fund managers have difficulty consistently beating the market. Our portfolios for clients consist of 50-60% passive strategies (the market), primarily from low fee ETFs. From time to time when tax efficiency is needed, we invest in high-net-worth corporate-class private pools.
7 / 7
My advisor/advisor team responds within:
We typically get back to clients within 3-6 business hours.