It’s not just about service when we manage our clients’ affairs, it’s a whole process. Our approach is stress-free, family-focused, confidence building, and client centric. We’ve made it easy and broken down the 3 main reasons you, your family, and your business can benefit from our strategic financial planning services.
1. Our Holistic Approach
You inherited a lump sum from your Aunt; should you invest it, pay down your mortgage, buy a park bench, secure health insurance or plan for your estate? You may expect the typical answer, "invest it"; however, your financial goals and plans for the future may see the funds being put to better uses for you. With a decade of experience in the banks prior to a combined 30+ years of experience in Financial Advice, we look at the whole picture. With holistic planning, you have peace of mind that your mortgage, debt, shareholder loan, RRSP, pension, health insurance, and leveraged loan are all working in tandem to accomplish your goals.
2. We are Brokers
No time to shop around for the best value and rate? We make it easy by shopping the market for you to ensure that the products we suggest offer you the best value and gives you choice.
3. Generational Service
You have worked hard to build your wealth and you would love your children to inherit your strong financial habits. As our name suggests, we have designed our business with the whole Family Tree in mind.