Experienced Advice. Exceptional Results

We are an independent, full-service, financial planning firm. We offer advice on all aspects of finances with special expertise in retirement planning.

We built our service offering on three pillars:

1

Experienced Advice

We are most well known for our complimentary 2nd opinion on your financial plan. We offer it at no charge, and no obligation.

We provide our experienced advice to everyone for two reasons:

  • We believe everyone should have good financial advice. Money impacts so many areas of our lives, we can all benefit from the opinion of an experienced, trustworthy advisor.
  • We know that most people who receive valuable advice from us want to continue that type of guidance over the long term. We are honoured to have them as clients.
2

Independence

We are privately owned and operated and have affiliations with a number of globally-respected financial companies. Unlike some advisors, this gives us the freedom to choose financial products from a wide range of providers. In other words, we offer the solution that we think is best for you. We aren’t limited by restrictive relationships with financial institutions.

3

Relationships

We believe strong relationships are built on each interaction and conversation. We’ve worked hard to earn the trust of our clients. And we work daily to maintain those relationships with exceptional service as you can read about in our Service Pledge. We treat our clients like family – we give the best advice and service possible to make sure they are well cared for. We offer regular check-ups, timely and professional responses, and are always available to deal with new situations that may crop up (new home, new job, new grandchild, etc.) along the way. See what our clients say.

If you think you could benefit from this kind of experience and service, we’d be more than happy to help.
Please contact us today.