Trust and money are like love and marriage, you can’t have one without the other. When you let someone into the financial side of your life, you want to ensure that you are dealing with someone who is reputable, someone who puts your best interests first. That’s why any successful relationship with a financial planner […]

When it comes to hiring a financial planner, potential clients have many choices. It’s crowded out there. There are lots of lawyers, accountants, investment counsellors, and bankers calling themselves financial planners or advisors; add to that the vast variety of titles that financial planners are using, and it makes it even more confusing for the average person. […]

If you are not working in your client’s best interest then why are you a financial planner? Seriously. Our clients’ hopes, dreams and goals are at the core of everything we do. Everything. Creating an understandable, actionable plan to meet those hopes, dreams and goals is why we do what we do. Done right, and […]