When you work with a financial advisor you need to know what services you may expect. We designed our advisory service to provide you with personalized investment advise. Accordingly, our professionals are always available to meet with you. We created our team’s website and we send out regular emails to keep you up-to-date on matters...Read More

“The real key to making money in stocks is to not get scared out of them.” ~ Peter Lynch, Fidelity The most successful investors often surprise us with advice that seems counterintuitive: Do not attempt to forecast financial markets. Maintain your investment discipline during periods of market turmoil.  The average investor may find it difficult to follow these...Read More

We want you to know that we invest in the same “pension-style” portfolios we recommend for clients.  We delegate the day-to-day investment decisions to our elite suite of professional mutual fund companies who are carefully selected for their solid long-term track records. Pension-style investing means: Our financial consultation aims to fund your long-term financial needs....Read More

We think now is a good time to speak to people individually to provide an update of our investment thinking going forward. Recently, some indicators we watch, such as the Warren Buffet Market Indicator, have signalled it may be time for investors to pay closer attention to financial markets.   During these uncertain times we would...Read More

What we mean by stewardship is to take care of peoples’ investments as though we are managing our own money and we do invest in the same portfolios of funds that we recommend for our clients. We practice the same financial planning strategies that we recommend as well because we want life to be more...Read More

By showing the returns of various portfolios (Vertical Axis) against their level of risk (Horizontal Axis) you can get a more accurate picture how real portfolios are actually functioningRead More

Fee-based financial professionals create a win-win situation for their clients and themselves by placing themselves on the same side of the table. There are many advantages to be gained from this professional relationship.  A more trusted relationship is achieved immediately because there is no commission to buy or sell any product. Advisors are transformed into consultants by...Read More