Stewardship

group photo of Paul, Graz, and Joseph

Working For You

We are financial professionals who always put your best interests first through our independent and fee-based platform. We place you at the centre of your financial journey by providing unbiased recommendations to preserve your capital, grow your nest egg, and maximize your income. We stand behind our work by investing our own money in our signature, risk-adjusted, “pension-style” portfolios. We oversee your investment program so you can spend more of your time on whatever you enjoy.

Benefits of Fee-Based Advisors

Our interests are aligned with yours:

  1.  We invest our own money in the portfolios we recommend to clients.
  2.  Our fee is directly linked to your investment performance. 

We are on your side as we simplify your investment experience and manage your risk. Our services are available for a flat fee of 1% of the assets we manage.

Client Centered
Approach

Personalized Investment Solutions 

In Person
Reviews

Purposeful Client Communications 

Team of
Professionals

Proven Wealth-building Strategies

We wish to thank our clients for frequently recommending our premium financial services to their families and friends.