Our Typical Client

Our clients are diverse. Most live in Canada but we also work with cross border and expat clients with Canadian ties. We have clients in their 30s and clients in their 80s, and everything in between.

We work with professionals, executives, business owners, and retirees. Most of our clients are high-income earners or high-net-worth, or they aspire to be. We work with do-it-yourself investors as well as clients who have a portfolio manager, or who are looking for one.

More than anything, our clients are people looking for unbiased, objective, and comprehensive financial, tax, and estate planning advice. And they don’t want investment or insurance products to be co-mingled with that advice.

If that is what you are looking for, you have found it. And if you have been looking for it for years, we are not surprised – less than 1/6 of 1% of Canada’s financial advisers do what we do.

We may not be the lowest-cost financial planning option, but we are one of the largest and most established fee-only, advice-only financial planning firms in Canada. So, if your situation is complex, or you value expertise and quality over the lowest price, we hope you will consider investing in our services. We have thousands of satisfied clients who have done the same. You can check out our hundreds of testimonials here from clients just like you. Or if you are ready to book a call with one of our experienced Certified Financial Planners, you can do so here.