FAQ

How are we different from our competitors?

  1. Transparent

  2. Wealth Managers

  3. Investment philosophy

What is your firm’s philosophy?

Our philosophy is simple: “As your Personal Wealth Manager, we help you make smart decisions about your money so you can spend more time doing what you love.”

What is your firm’s investment approach?

Low cost, diversification and tax effective.

What are your team’s qualifications?

Our Wealth Managers hold degrees in business and mathematics, as well as the Certified Financial Planner (CFP) designation. Our combined investment experience of over 65 years allows us to remain focused on our clients’ long-term goals and not be swayed by short-term trends.

How are you compensated?

We are a fee-for-service business where fees are based on the value of your investment portfolio. Our compensation is not based on sales and commissions.  Fees are clearly shown on regular investment statements and on non-registered accounts they may be used as a tax deduction on your annual personal income tax return.

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