What We Do

We want to help ensure your adult children/grandchildren start with a firm financial base. As a value- added service available only to our best clients, we will manage investment accounts and waive our advisor fees(1) for your adult children and grandchildren under age 25, who’s total individual portfolio(s) are under $25,000(2) (excluding RESPs).
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Your entire family can enjoy lower average advisor fees with our Family Pricing Program value-added service, available only to our best clients. The more family members who join, the greater the fee reductions for all and your entire family will still enjoy personal wealth planning service(3).
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As a service available only to our most valued clients, we make ourselves available to help those family, friends and colleagues who are important to you and who are apprehensive about their future. If they are important to you then they are also important to us. We will be happy to sit down and share our process with them to see if we may be a good fit to help.
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