Our Approach

A clear, proven process

Meet

An initial meeting to get to know each other and how we view the advisor-client relationship. This will determine if our broader philosophies will work well together. 

Discover

We get to know you, your circumstances and what's most important to you. Knowing what motivates you and what keeps you up at night helps us clarify your personal goals. 

Plan

We develop a clear, strategic wealth plan to help you achieve your short- and long-term goals.

Execute

Our discovery process will help us determine if descretionary or non-discretionary management is the best approach for you and your needs. From there, we implement your strategy, working alongside our dedicated team of TD specialists, as needed. 

Monitor & Communicate

We believe your wealth plan should evolve in lockstep with your needs. This means an ongoing review and communication process. We do not"set it and forget it". You will likely hear from us regularly. 

Wealth solutions, tailored for you

  • Discretionary or non-discretionary portfolio management
  • Tax-planning advice
  • Wills and estate planning
  • Retirement planning and income solutions
  • Insurance
  • Business succession planning
  • Education-fund planning
  • Charitable giving

*Some services provided in collaboration with TD specialists.

Going beyond the investment portfolio

As your trusted advisor and financial steward, we want to understand your story so we can help you build a financial future that allows that story to flourish. We take the time to learn whats most important to you and then develop a clear, strategic wealth plan to help make it happen. We get to know what motivates you, what keeps you up at night and how you see your future - one, five, ten, twenty years down the road.

We go beyond the numbers, taking advantage of the cutting-edge field of behavioural finance, which allows us to understand your unique wealth personality and what influences your financial decisions. Uncertainty is a given. It’s our goal to put a plan in place that helps you make  rational decisions based on your goals – decreasing financial stress and increasing your financial health.

Our client relationships are based on the following values:
  • Be curious
  • Challenge assumptions
  • Show appreciation
  • Maintain a broad focus
  • Collaborate
  • Keep things in perspective