Clients will often ask us: What makes you special?
Our reply: Honesty and Integrity are hard to find in this complex world. We work for you. We're straight forward: no sales pitch, no crystal ball and no chest thumping.
Why should you choose us above all other advisors?
We’re fully qualified financial analysts. Our portfolio reviews are presented in person, at your convenience and in simple terms. We don’t try to baffle you with big words and big promises.
PRINCIPLES OF PLANNING: Failing to plan is simply planning to fail. Successful & wealthy retired people get that way on purpose. They plan life's journey.
When's the best time to start this plan? NOW!
Our Offer to You
We will review your current scenario, evaluate your plan, discuss your hopes and dreams and analyze your planning at no cost to you. There will be no obligations, no pressure and no committment required.
Risk transfer: Passing the risk from your shoulders onto the shoulders of an insurance company. In exchange for the burden of risk, the insurance company asks you to pay a premium.
Do you need to purchase Insurance?
The answer to this question varies from one person to the next. If you are independently wealthy you can self insure. If you have assets that are liquid on disaster, you can self insure.
Together We Will:
Determine your RRSP options
Discuss RESPs for your young family
Assess your risk vulnerability
Diversify your Investment and Insurance Program
Explain Estate Planning
Reduce your income tax
Grow your retirement funds
Insure against life’s losses
Plan ahead for the funds needed throughout life
Smart Investors practice the “Pay yourself First” strategy