Offering a unique discovery process
In the initial stages of us getting to know each other, I use an innovative discovery tool that will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory
will take all that information and tell us how you often behave, how I can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, I'll build a team of specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.