Actionable financial advice, we go above and beyond.
Bringing a level of expertise that is relatable and understandable.
We provide insight to increasing your cash flow.
Tier 1
- For families with greater than $3 million in net worth
♦ Comprehensive financial planning
♦ Coordination with your external teams:
♦ Accountants
♦ Lawyers
♦ Family Mediators
♦ Lenders
♦ Realtors
♦ Custom pricing
Tier 2
- For individuals and families with >$300k in investable assets
♦ Comprehensive financial planning
♦ Semi-annual meetings
♦ Integrated life planning across:
♦ Investment Management
♦ Mortgage Brokering
♦ Life Insurance
♦ Employment
♦ Retirement Planning
♦ 1.5% Investment Portfolio Management Fees
♦ 1.0% Investment Portfolio Management Fees if > $1 million in investable assets
Tier 3
Excellent quality of service delivering:
♦ Investment Management
♦ Mortgage Brokering
♦ Life Insurance Brokering
♦ Financial planning at onset
♦ Annual meetings
♦ 1.5% Investment Portfolio Management Fees**
Stock Market State of The Union
2023 ever been an incredible year. We've had some big ups and downs in both the stock and bond markets. The Bank of Canada took its interest rate from 4.25% at the beginning of the year to 5% on July 12 which is where we finished the year. We held portfolios steady...
Violence in the Markets
Violence in the Markets 2023-11-07October turned out to be consistent with it's reputation. Sell off in the beginning of the month and rally in the second part of the month. This appears to be a turning point and as a result, we reallocated most portfolios to reflect...
Thoughts on Canadian Housing
Thoughts on Canadian HousingA thought on Canadian housing. Canadian housing affordability is worse than it was in the late 80's and early 90's.One or a combination of three things need to happen to bring this back down: 1) Wages rise2) Interest rates decrease3) ...
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Investing
Trusted Investment Manager
No more “my portfolio hasn’t changed in 15 years”. Reasonable fees with elite advice and custom portfolios.
Mortgages
Debt & Retirement
Mortgages have a direct effect on your retirement. Find out how to optimize your debt to be paid off sooner. A client first brokerage.
Life Insurance
Multiple Carriers, Advice, Low Cost
Term Insurance ~ Participating Whole Life ~ Universal Insurance ~ Critical Illness ~ Disability Insurance Tax efficient strategies for families and business ownersContact
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Investment & Financial Advising serving Newmarket, Aurora, Bradford, Kleinburg – Privacy Policy
** 1.5% management fees refer to when we utilize an ETF strategy. For smaller accounts in mutual funds, which rarely happens, compensation in the form of a trailer fee is paid to the portfolio manager by the mutual fund company.