Our experience and professional qualifications as certified accountants, financial planners, estate planners and registered portfolio managers bring together a unique integrated package to secure your future. We actively, and proactively, practice in all of these areas every day.
Just wanted to say a quick thank-you! Once again, I left your office feeling a lot more comfortable about where (and how) I am going in the foreseeable future. My family have been blessed to have you guiding us all through these labyrinths.
What our clients tell us:
We asked them about the importance to their financial well-being derived from the various divisions within our financial services. The rank order of deeming each aspect to be “very important” was as follows:
- Investment management – 92%
- Investment strategy – 88%
- Tax management – 80%
- Financial planning – 69%
- Estate planning – 50%