Our investment focus is based on a simple premise… Some people are simply better at their job than others. Everyone knows of better dentists, carpenters or nurses – and everyone is familiar with that one student, that just ALWAYS got A’s.

In our research, some investment managers do a better job than most of their peers - whether it be higher returns, lower risk, better ‘downside capture’ ratios, etc. We like to pick those managers that simply do a better job – or as we like to say, the A student.

Some financial institutions simply talk about fees, and although that is important, the real story is how much of your return did you get to keep (which also ties into our tax planning focus).

Strategic Investing

Our Process

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Annual Meetings

Annual Meetings

The cornerstone of any Financial Plan is to review your progress. Circumstances change and your plan needs to reflect those changes. Quite frankly, our desire to meet to prepare your annual tax return has more to do with a review than the actual tax filing. Most people are busy throughout the year and it can be difficult to schedule a meeting...that being said, your retirement may depend on it...

Research & Analysis

Research & Analysis

For some people the process of picking an investment can be overwhelming - many may simply throw their hands up in frustration. It could also be easy to think that 'they are all the same'...but some investments seem to perform better than others, not unlike how we may encounter individuals who are simply better at their chosen profession.

Our research narrows down the list of investments to a manageable size, to help you make an intelligent decision without any institutional bias. 

Accessibility & Client Contact

Accessibility & Client Contact

Simply put, we are here to answer your questions. We try to personally answer all our phone calls and respond to emails usually within a few hours. Although not a 24/7 operation, we often hear from clients outside of normal business hours and try to provide a prompt response.

Other Services

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Tax Preparation & Planning

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We complete a wide range of tax returns every year – everything from a basic tax return, to a sole proprietor with rental properties, we’re here to help.

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Other Services

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Whether you need assistance with GST filings, bookkeeping, budgeting or insurance, we’re here to help.

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Debt Management

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Most of us understand that we should try to reduce our debt (ie. pay off our mortgage) as we approach retirement

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