Our Typical Client

Our clients have a net worth ranging from zero to several million dollars. Likewise with their income. They live in Canada, for the most part. Those who are not in Southern Ontario are open to working remotely via secure web conference, email and telephone.

Basically, our clients are Canadians 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’s what you’re looking for, you’ve found it. And if you’ve been looking for it for years, we’re not surprised – less than 1/6 of 1% of Canada’s financial advisers do what we do.

Welcome to the future of the financial industry.