What We Do
“We use creative financial solutions to turn our clients' life dreams into realities”
As providers of financial advice, we believe in full transparency. We are compensated in a variety of ways, including:
- Investment management fee – based on assets under our management
- Commission – typically embedded in investment and insurance products
We will outline the various fee and compensation structures available to you. The initial consultation will be at our expense, so that we can focus on three main areas: dangers, opportunities and strengths. This will enable you to get a much clearer picture of what is standing in your way, what you might gain and what will make it possible for you to turn your life dreams into reality.
Our Team can show you:
- The Pathway to Prosperity™
- The Pension Service Centre™
- Business Owners
- Corporate Clients
- Severance Packages - How does your severance affect your pension?
- Financial Planning
- Retirement Planning
- Estate Transfer Strategies
- Lifestyle Protection Planning – Life Insurance, Critical Illness Coverage and Disability Products
- Community Support
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.