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Our expertise ranks us among the top 0.4% of trusted financial advisors and planners in Canada. Due to high demand, our capacity to assist everyone is limited. For prospective clients, we are best suited to households and businesses with available annual savings of $10,000+ or investible assets of $100,000+.
Those who value guidance from highly-certified, multi-disciplined, traditional and non-traditional, financial planning experts, with 40+ years of experience, will find our collaboration beneficial.
However, if you are completely satisfied with your current tax obligations, net investment returns, and are not open to exploring tax-exempt strategies, or profitable financing options, within your household or business, we might not be the right match for you.