For the life you have, and the one you want.
When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.
Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.
From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.
Advice can have a positive and significant impact on the growth of your financial assets.
4 - 6
Years of advice
7 - 14
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
Jim Greenwood, CFP®
Move forward with financial confidence
For advice that makes a difference
24 November, 2020
Many Canadians are increasingly relying on their own resources to fund their retirements. Read more
2 October, 2020
What’s the most difficult thing to talk about with your children? For many of us, discussing plans for our estate is pretty high on the list. Talking about your will Read more
1 October, 2020
This e-book reviews the various factors you need to consider regarding the transfer of your estate. Read more
Let's Grab a
– *Our Treat –