Value Proposition

The primary focus of our business is those who are or will be making the transition from their working years to their non-working years, with the need to develop a lifelong income and cash-flow strategy from the financial assets they have accumulated. We also focus on the younger generation by providing them with tools and strategies for continued growth and security.

The process that our team uses is based on the same principles I use when coaching football, and these are the concepts of Alignment, Assignment, Execution and Effort.   

  • Alignment

First, we ensure that our team and strategy are in total alignment with your family’s dreams, hopes and desires, and what you wish to accomplish and achieve over time.

  • Assignment

From our understanding of what you wish to achieve, and from being in alignment with you, we then formulate the specifics of our assignment. This involves co-creating the required strategies and plan that will enable you and your family to accomplish your dreams, hopes and desires in   the time frames you have selected.

  • Execution

Our team then executes our assignment to complete your specific strategy in the following five key areas:

  1. Retirement and Cash-flow Strategies
  2. Investment Management
  3. Tax Planning
  4. Insurance and Risk Management
  5. Estate Planning
  • Effort

We apply great effort and follow a detailed checklist-driven, step-by-step process to ensure that nothing is missed in the execution of your plan. As part of this effort, we also conduct an on-going review of all aspects of your strategy and plan to make sure they remain aligned with what your family wishes to accomplish and achieve over time.


Insurance products and services are provided through Assante Estate and Insurance Services Inc.