facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

How we do it.

Our secret ingredient is in our genuinely holistic approach. It is a balanced mixture of listening, understanding, knowledge, empathy and guidance.


  • We take the time to carefully listen to you and your concerns, and to understand the life vision of your needs and what you have set out to achieve.
  • We bring expert knowledge and planning skills to the conversation, to be clear on the different pathways open to you.

Our empathy of your life vision gains us access to the qualified counsel you seek. And through that, we are there for you and your family, giving you professional guidance on a holistic level.


Our process is client-centric, driven by the client's vision and their goals, and it is holistic.  

Knowing the client and their family, understanding their vision of the future and appreciating their current financial position, allows us to break through the hard numbers and put a face on what is really important to the client.  It goes well beyond the financial data and links the client's vision and goals to their financial future.  It helps us build a satisfying financial future for each client.

Our fundamental difference, and what sets us apart, is our ability to bring the client's 'big picture' into focus under one advisory group in a comprehensive and personal manner. The key areas of the client's wealth are seamlessly coordinated and strategies are orchestrated to help them achieve their life vision.  Each piece of the client's life is custom fit into their Plan. 

It could be our comprehensive holistic planning; or our unbiased assent management fee based service mode; or our diligent detailed market research; or our knowledge and experience; or the personalized income strategies we create; or the tax and risk minimization strategies we show our clients; or the trustworthy sage advice that is always in our client’s best interest; or it could be the peace of mind of knowing we are always watching over client portfolios.  But the most significant difference lies in our dedication to blending all of the above to personally suit each client.

We carefully listen to each client’s story, piecing together the “bigger picture” to their financial life, helping in the realization of their vision.  The entire process of giving sound guidance is multifaceted and multidimensional.  Through our specialized “Full Circle Life Cycle” planning, we are able to answer the harder questions that come with planning.  We are there to guide our clients every step of the way.  

It is not enough to simply say we are different, we show each and every client.

Call 613-755-2061 Ext.224