Our Services
Our clients tend to have more sophisticated and complex financial issues that need to be addressed. While their objectives and issues are very much a reflection on their own personal circumstances, the one thing that most of our clients have in common is that they are currently or they will become wealthy during their lifetime. Simply put, we help our clients to build and manage wealth. What type of clients do we usually deal with? Here is a partial list:
Emerging Affluent and High-Net-Worth;
Business owners and the self-employed;
Professionals such as doctors, lawyers, engineers, consultants, and managers;
Retirees (or people preparing for retirement);
High Tech industry employees;
People affected by a life-changing event such as a job loss, a marriage breakdown, or the loss of a loved one.
Financial Planning
Effective financial planning requires in-depth knowledge of investments, insurance, taxation, cash-flow planning, retirement planning and estate matters…
Tax Planning & Preparation
Investment Counselling
Estate Planning
Fee-Only Advantage
When hiring a financial planner, you are looking for someone who is going to give you sound financial advice. If the advisor is compensated based on the sale of a product, then it becomes difficult to assess the value and objectivity of the advice.
The main advantage of fee-based advice is simple: if your advisor is paid the same fee by you no matter which strategy or investment product that they recommend, then they will put your interest ahead of their own. Clearly, a fee-based approach to financial advice better aligns the financial planner’s interest with those of their clients. So, our success is tied directly to the success of our clients’, and not to the sale of an opaque commission product.
In addition to eliminating conflicts of interest, fees are easier to understand, offer greater transparency with regular reporting, and may even be tax deductible against income in certain circumstances.
Fees
Our fees are based on the complexity of a client’s financial situation, and the scope of services provided. We offer several different options depending on the nature of the engagement:
A Set Fee for a specific engagement
A Fee based on the Percentage of Assets Under Management
Annual Retainer Fees
Hourly Fees
We would be happy to review your financial circumstances and provide an exact quote at no cost or obligation to you.
Get Started With A
No-Obligation Initial Consultation!
Do not hesitate to contact us for a no-obligation initial consultation. We look forward to hearing from you.
Featured In
