Independence
Our independence allows us to be objective and to hold fast to our planning discipline without short-term market distractions. This allows us to make a promise that we will always do what is in the best interest of our clients.

Trust Based Relationships
We seek long lasting, trust-based relationships with our clients. We are a 100% referral based firm; our clients are our best voice. We are committed to understanding your goals in order to develop a personalized financial plan and investment program. We have proven we can add value by enhancing returns, reducing risk and increasing the likelihood of reaching your financial goals.

Professionalism
We believe passionately in honesty, responsibility, and courtesy in what we do and never compromise our standards and values.

Certified Financial Planner (CFP) - The Financial Planning Standards Council requires strict adherence to a Professional Code of Conduct.

The Financial Advisors Association of Canada (Advocis) - a body that demands high professional standards and practices for financial advisors.

Certified Professional Consultant on Aging (CPCA) - a body that demands a strict code of professional responsibility when dealing with the 50+ age demographic.

Giving Back
We are pleased to give back to our community through active volunteering and charitable giving. Our financial support extends to numerous charities and local causes.