We take a comprehensive approach to your financial life. Our goal is to act as your Chief Financial Advisor, and to assist you with simplifying complex financial decisions.
We serve the financial needs of over 400 clients and 80 business owners in the Niagara – Hamilton – Halton region.
We believe in transparent fees. We place just as much emphasis on risk as we do on return. We believe in the power of hitting singles and doubles, typically aiming for returns in the 2-3% range if you’re conservative, up to 6-7% if you’re aggressive over a full market cycle.
To build portfolios we believe in the use of Low fee index ETFs, Mutual Funds, Segregated Funds and Alternative Product for portfolio construction depending on your investor profile and specific situation.
Our service commitment is one that sees us work with our clients on an ongoing basis, with regularly scheduled reviews and plan updates.
We work with your accountant, lawyer and professional network to ensure you’re presented with the ability to make the most optimal financial decisions possible.