What Can You Expect

Financial Planning Process

Our client relationship starts with the development of a comprehensive Financial Strategy.  Financial planning focuses on you and your family as individuals – bringing together all the financial, emotional and psychological factors that affect your life.

Scope of Advice                                       

We can coordinate the activities of professional advisors such as tax accountants, bankers and estate lawyers, insurance advisors and investment professionals.  

Investment Philosophy

Our investment approach is conservative with particular emphasis on capital preservation. Operating within the context of your individual risk profile, an Investment Policy Statement would be developed with the goal of achieving your long-term growth objectives without undue risk.

Performance Reporting

You would receive an up-to-date portfolio progress report on a quarterly basis.


Your financial strategy would be reviewed and updated at least annually.  If necessary, appropriate financial planning adjustments are then made.

Accessibility and Regular Communication

We ensure that you are always fully informed.  We are available for consultations and regular communications occur through scheduled meetings, telephone discussions, newsletter, website, email and/or fax.