In a nutshell…
We guide and support the Canadian Entrepreneur, a modern day hero - the most important group in society. They are the back bone of our economy and singlehandedly usher in a brighter future.
Our process makes the complex simple and keeps together what they put together. This synergy allows them to focus on what they do best - grow their business, provide jobs and profit.
Tangible mental relief is one of the many fruits our solutions will produce.
Naturally we become a thinking partner as most owners have very few folks in their lives they can truly kibitz with as key relationships are stifled and difficult to nurture when hourly billing is standard.
We build better retirements for some of the finest folks in Canada who are leaving their mark on history for generations.
Retirement Planning even for those who never plan to stop.
What may be on your mind...
You might be close to a major life change or maybe you’re going through a change such as retirement, selling your business or losing a loved one and you’re looking for a way to make your financial life better.
Though you are in good shape, you still have questions and spend time wondering and wishing you had a thinking partner on these topics that are very important and sometimes keep you awake at night. If this sounds like you, you’re in the right place as we banter through plans and ideas so that together we discover better answers.
Below are a few snippets of conversations that are often shared by those searching for something different.
"Come back when you meet our minimums"
Ouch. You've worked hard for what you have and we feel if it's important to you, it's important to us.
"we were even more confused than when we walked in"
Yes,, there are a lot of moving parts. We have various systems to track, monitor, implement and secure the components.
We are known for our diagrams and how we simplify the complex. Often on one sheet.
"There was pressure to get _____ (fill in the blank) day 1 - we just weren't ready"
Most firms have a rudimentary model married to demanding sales quotas resulting in a formula for blatant pressure.
While it is often true that the sooner you get started the better, comfort and readiness is paramount to the success of any plan.
"it's like they weren't even listening to us"
There seems to be chronic confusion of who's helping who.
For us, we are honored to help you write your story. Emphasis, your story.
"we always seem to have a new person that is assigned to us"
With an aging workforce, very challenging entrance points and a vast amount of detail to manage, this is far too common and a massive issue for the industry.
A solution that we bring forward is limited engagements to ensure we don't have capacity issues. Also our culture eliminates the revolving door.
"it just seems like our investment isn't going anywhere"
Unfortunately the agenda of most fund companies does not always include the investor.
Most Canadians hold the same 10 stocks in their portfolio. This is symptomatic of many issues.