• We ensure all calls and emails are returned promptly.
• We ensure clients are contacted proactively for investment reviews.
• We liaise with our client's lawyers and tax professionals to
reduce the fees they charge and simplify their lives.
• We assist with the probating of clients estates.
• We use our vast network of resources to assist clients in any way
possible on non-financial matters.
We endeavor to be more than financial advisors, but to be trusted
family advisors. We believe that to be an effective advisor we must be
emotionally invested in the families we work with and to achieve this
we strictly limit the number of families we work with.