Our Beliefs

Personal Finance Is More Personal Than It Is Finance

Our guiding principles

Our clients are at the centre of everything we do.  We put their interests ahead of our own.  We're open and honest about how we're compensated.  This is just who we are and don't know how to do it any other way.

We're inherently curious.  To provide clients with the best experience and quality advice, we must ask thoughtful questions to uncover their most important dreams, and even their fears.  This is the best way to connect with our clients, as only then can we begin doing our best work together.  Asking great questions is our superpower.  

We understand that for many, this will be the first time they’ve had an opportunity to talk openly and honestly about money, and actually feel safe doing so.  That's why it's so important for us to really listen as the answers bring clarity to the things that really matter.  We also know that we have to dig deeper, as the answers are rarely on the surface.  

Things change.  Life changes and your plan will become outdated.  As a result, we believe a financial plan is of little value without a guide to help you navigate life's financial transitions.  We're always ready to make course corrections if, and when, they're needed.

Imagine going to a doctor who writes you a prescription without performing a thorough diagnosis.  Unfortunately, the financial services industry has been doing this for years and people often come to us expecting that same behaviour.  But it doesn't make sense to start at the end.  That's why we start at the beginning, and take you through our rigorous discovery process to diagnose before prescribing.  

Often times people come to us overwhelmed by the complexity of making smart decisions with money.  That's why we do the work of looking at all the angles and considering all the options so you don't have to.  We speak plainly, no bankanese here, so we can to help you make the best decisions possible.

Contact us

Get contact information for our team members and find out where our offices are.