The Value of Advice

  

Small Costs.

Big Advice.

Advice is the cornerstone of your financial plan. Advice must be personal and customizable to each client family and this is best done when we fully understand Your Story. To provide the best advice to you and your family, we strive to do the following:

Listen carefully to what matters most to you – this extends beyond your money

Simplify, organize and coordinate all aspects of your wealth management

Bring a spirit of optimism and enthusiasm to everything we do

Communicate honestly with you – even if at times, it’s difficult to hear

Use our expertise and experience to provide sensible guidance for you and your family

Encourage your active participation in important decisions along the way

Keep you on track with your goals with consistency and accountability

Consult a trusted team of professionals who work together in your best interests

 

 

 

cost of advice

 

Investors who work with an advisor


Save at

2 x

the rate of non-advised households

Are more confident about retirement
Are more likely to choose tax-efficient savings vehicles

HAVE

4.2 x

the median assets of non-advised households

*Source: New Evidence on the Value of Financial Advice Dr.Jon Cockerline. Ph.D, 2012, Investment Funds Institute of Canada (IFIC); The Value of Advice Report, 2012, IFIC.

Cost Breakdown

We believe, that growing, protecting and transferring your wealth requires a good plan, suited to your needs, goals, aspirations, circumstances, lifestyle and life stages. 

 

cost of advice breakdown