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Getting Started

How can I trust that my advisor has the expertise to address all of my financial needs – not just investments?

We know your finances don’t just focus on investments – they’re only a small piece of the pie. It’s rare to find advisors with the expertise required to integrate investments, tax planning and preparation, insurance, financial planning, and debt management: thankfully it’s not impossible. We focus on the whole picture, not just a piece, and we’re with you every step of the way.

Book a Meeting

Take the initial step and book a no obligation meeting. Our first appointment is informal and we can spend it getting to know each other and see if there is a fit. Available in person, over the phone or via video conference.

Find Comfort

We will get you educated on our practice including what you can expect from day one to year 30. We want you to be comfortable in your decision and have designed our practice to be as open and transparent as you would expect from one of Canada's best advisors.

Start your Journey

Once you are comfortable we get to work right away. We ensure your transition to our practice is seamless and doesn't cost you anything to do so. We take care of any transition fees and you don't need to speak with your old firm again unless you want to.

Purposeful Wealth Journey

Ensuring every dollar you save has a purpose.

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Personal Portfolio Management

Taking the stress out of investing with the help of experts.

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Days-to-Recovery Investment Models

Make better returns by buying when things are on sale.

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