Siffleur River Gorge
More than a plan.
We offer a strategy that lasts for generations…
We offer more than just a financial plan. We offer a system which supports your life and your legacy. We look at the big picture of what you are trying to achieve, your hopes and your most valuable ressources. Working with us you get the experience of being a part of our family. Whether you come to us for a chat, some advice or a whole new perspective on what you can achieve by managing your wealth, we guarantee you take-away a feeling of being cared for. Book an appointment to start the conversation
“A good financial advisor will tell you what you need to hear, not what you want to hear”
-Dave Ramsey
Our Process
1: What's Your Story?
“This isn’t about me, we want to answer your questions, understand your why, and what is top of mind.”
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
2: One Page Financial Plan
“We provide you with easy to understand, actionable steps addressing your top goals and considerations.”
Drawing on decades of experience, countless hours of training, and guidance from industry experts we aim to solve: What are your top financial considerations? What do you want the next chapter of your wealth story to say?
3: Implementation
“We want you to see the value we can bring before you hire us. In our second meeting I present our analysis. you decide to hire us or implement the planning steps on your own. Either way you walk away with value.”
In this meeting , we'll break down the steps for reaching your financial goals in simple terms. Here, you'll witness how our firm can tangibly enhance your finances.
4: Repeat
“Depending on your needs and financial objectives we meet at a minimum semi – annually. Once for our AGM where we review your investment performance, market outlook, and annual objectives.
Then a Wealth Management meeting to review financial planning and progress of goals.”
