Personalized Holistic Planning
As an independent firm we keep our client list small, so we can focus on your specific situation and what’s most important to you. Our tailored approach will provide you with the individual attention you deserve.
Our clients are entrepreneurs, business owners, professionals and executives who are looking for verifiable wealth building strategies that will make a significant difference in the lives of their families. They value our evidence based strategies and typically entrust us with portfolios well on their way to seven figures, and many of our clients are well past that milestone. Our clients come to us by referral based on our reputation for integrity and competence and are already doing well. It’s our mission to take them from good to great. We are proud to be the exclusive Canadian referral partner for Creative Planning, Inc., one of America’s largest independent fiduciary advisory firms with over $250B assets under management as of January 2024.
We walk the Talk – We believe that if we are not willing to invest our own money into the wealth building strategies we recommend, you should not invest yours either. Hence, whenever feasible, we invest in the same strategies we recommend to you.
The solution to building wealth successfully is not from a financial product , a rate of return, or a single strategy. It is a complete and well thought out economic process, from accumulation thru to distribution. We will provide you a start to finish blueprint to true and lasting wealth.
Protection is critical for guarding against unforeseen events that can strike at any time and affect your financial future.
Why do we save money in the first place? To enjoy! Learn how you can fulfill your own personal bucket list, make a difference in the lives of others, and ensure you have enough money as long as you live.