Meet our Team
Our Dedicated Team of Advisors
(Front Stage: The people who make it all happen)
Our Client Success Team
Our New Business Team
Our Quebec Team
Our Operations Team
(Back Stage: Without them, nothing else happens)
Our Resource Partners
(To optimize the objective financial advice we provide to our clients, we collaborate with and leverage the very best in expertise from our trusted resource partners.)
(The most popular person at every Team gathering)
(Look up ... those are all the People who really make it happen)
We are ALL accountable only to You.
Think about experiences that you've had that were extraordinary … like that delicious meal you had at a great restaurant, a show or performance you attended, or a beautiful hotel you stayed at where they went above and beyond —- any experience that truly made you feel special for being a Customer.
We work hard everyday to give our Clients that same feeling when they do business with us. We believe in the importance of leading with education and providing good guidance at every stage of your financial journey. For our Clients, that means promises kept and financial peace of mind.
Our Clients work with Us to protect their Families and Futures. We are proud to be the # 1 Advisory Team to households, business owners and professionals. In addition to our in-house Team, we are backed by associations with expert Accounting and Legal Professionals. We rely on the good guidance of these Professionals to ensure that our unique strategies fully comply with best practices in business planning, as well as provincial and federal guidelines. We are licensed in most Canadian provinces, enabling us to easily facilitate planning situations nationwide.
The Process Of Becoming Your Own Banker!