Our mission is intentionally simple - help people to “retire well.”
Retirement is risky. You face major decisions, you probably have the most money you have ever had, and you therefore face the most risk you ever will; we understand and respect that risk. We offer detailed, personal, and nuanced advice with a caring atmosphere -
We help you optimize your financial plans for retirement so you can sleep at night, reap tax benefits, and leave more to the people and causes you care about.
Most Advisors help save money, we help you spend it.
Part of retiring is understanding how to convert the assets you own into an income stream you can spend. We plan out your drawdown strategy to ensure you're going to have a reliable income stream with a lifetime of tax-efficiency. We also consult on exactly when you should start your Canada Pension Plan (CPP) and Old Age Security (OAS), and how to manage the variability of income you'll need throughout retirement.
We run a digitally enabled practice.
While we do love seeing our clients face-to-face, we also appreciate the convenience, efficiency, and accuracy that technology can provide. So whether it's hosting an online meeting, a digital onboarding in lieu of paper forms, or using financial planning software with meaningful visualizations (instead of a 50 page report, bleh!) we strive to provide you with the best experience and clearest understanding of your present standing and future options.
We strive to exceed your expectations every day.
Our efforts will be focused on helping you achieve your objectives, but our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.