Frictionless finance,
That's all.

We believe your financial advisor should be able to provide seamless financial planning across investments, insurance, employer AND government benefits.

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Canadians Who Work with a Financial Advisor

270%

Investors who work with a financial advisor for 7-14 years saw their net worth increase 270% higher than those who did not use a financial advisor. When using over 15+ years, that number increases to 390%.*

80%

Of the Canadians who work with a financial advisor, 80% of investors were able to achieve better savings and financial habits.*

<$25,000

Not only wealthy Canadians work with financial advisors. In the study, most started working with a financial advisor with less than $25,000 in investable assets.*
*Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016

Where in the Journey are You?

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Our process

When Did Financial Services Stop Focusing on Customer Service?

Discovery
We learn about you. That includes not only finances, but what is important to you.
Direction
We provide different options about the direction based on your goals.
Implementation
We take the direction and implement your plan into action!
Ongoing Update
Regular check-ins about your needs and concerns will ensure that your financial plan is relevant for your changing life.