Our Four Pillars:
Trusted - We have over 45 years of combined experience in giving financial advice.
Confidential - We are discreet when dealing with our clients personal and financial matters.
Reliable - We handle our clients affairs promptly and efficiently.
Diligent - We work effectively for our clients to help them reach their goals.
What we don't do
Buy Investments for our clients that we wouldn't buy for ourselves - We invest alongside our clients and purchase many if not most of the same investments.
Think short term - We think long term, similar to the tortoise winning vs. the hare.
Invest in Canada only - We scour the world for investment ideas.
Put our interests before clients - Our clients come first. Always.
Give answers when we don't know - We honestly say when we don't know!
Get involved in any referral network - The only referral network we want to participate in is the one from our clients!
Discontinue learning - We are always trying to enhance our investing process.
Not communicate with clients - We are in constant contact with clients as well as their accountants and lawyers.