The reality is that people are simply unaware of the erosion that taxes can have on their investments. We provide clarity in the creation of advanced solutions, which allow our clients to eliminate much of that tax, thus enabling them to redirect the money back into their own lives.

YOU ARE UNIQUE. YOUR REQUIREMENTS WILL NOT BE COOKIE CUTTER 

• We are unique because not everyone is our client. In fact, we intentionally target and provide our exclusive services to less than 3 percent of the money-earning community.

OUR CLIENTS ARE YOUR PEERS

• We deal with entrepreneurs, business owners, and professionals who are looking for the most trusted advisor to provide them with exceptional and specific solutions to their tax and financial needs. We ask very unique questions, which allow us to gain a much deeper understanding of our clients’ needs and goals.

A CUSTOMIZED SEQUENTIAL PATH

• We understand that most of the government-run financial models (RRSPs and RESPs) are simply not ideal for business owners and professionals. We take clients through our custom-designed financial process to show them more efficient solutions to their long-term needs.

TRADITIONAL APPROACHES MAY NOT FIT YOU

• While traditional financial advisors may not consider all needs for a particular client, we comprehensively review our clients' needs by taking into consideration tax consequences, estate planning, and risk management.

SOLUTIONS BASED ON EVIDENCE-BASED FACT. NOT OPINION

• We test and verify the financial strategies that clients are currently using and ensure that they obtain optimum benefits from them. If not, we find a better way, because that is simply what we do! Our clear mission and complete commitment are to find the most efficient ways to allow you to keep and grow as much of your wealth, as possible.

• We take an inventory of your income patterns and sources, investments, insurance, and taxation implications. We then provide a comprehensive snapshot of your current financial situation, taking into consideration past experiences, current situations, and future expectations, in order to provide a complete picture of your financial performance opportunities and, ultimately, your legacy plan for the future.

We will not only show you how your money is performing, but we will provide you with a personalized report and analysis, offering a visual representation that will clearly reveal the impact of your investment decisions on your financial future.

• Stay informed
• Be aware of the impact each of your decisions will have on the future value of your legacy

• We empower you with the exact knowledge to make informed financial decisions that provide you with the confidence you expect from your financial advisor

A Swedish psychologist first proposed the notion that exceptional expertise requires at least 10,000 hours of practice. This was later made famous by Malcolm Gladwell’s "Outliers”, suggesting that achieved greatness, is within the reach of anyone who invests 10,000 hours. Practice, however, does not make perfect. Recent research disputes the 10,000-hour rule and suggests that practice contributes to just 12% of ones skill mastery and subsequent success. The missing ingredient is sense of purpose.

Our experience comprises over 15 years of successfully creating wealth and financial protection for a multitude of professionals, business entrepreneurs, and leaders in Canada. The personal experience, is further strengthened by the expertise of a support network of the industry’s leading actuaries, financial analysts, and accountants, providing an incomparable experience portfolio for our exclusive clients.

• 15 Years investment in not accepting the norms associated with the financial industry
• Continuously pushing the envelope on challenging the traditional behaviors
• Providing value to our clients at EVERY interaction.
• Delivering with absolute certainty