Become a Client

Are you interested in becoming a client?  We only take on a handful of new clients each year, as we always want to make sure that we have the capacity to properly service our client base.  However, we are always open to having a conversation to see if you are a fit for our services.  We tend to work with business owners and individuals that face complexity in managing their wealth. 

Of course, we also have to be the right fit for you.  Financial Planning Canada has a recommended 10 questions to ask any planner you are considering working with, please click here to review these questions.

At the present time, we are only holding virtual meetings, but if you think we could be the team for you, click on one of the below links to book an introductory meeting. 

Book a meeting with Lorea DeClercq

Book a meeting with Mike Winters