Search
Close this search box.

Process Overview

We aim to be your principal financial planners on all the financial issues that impact your life. Together with our team of colleagues here in Vancouver, we will provide customized financial planning advice on a broad range of topics.

Ethical Commitment

Our guiding principle is unwavering adherence to ethical standards. We believe in conducting every aspect of our business with the utmost integrity, ensuring that your financial well-being is safeguarded through transparent and ethical practices.

Client-Centric Philosophy

Our moral compass revolves around putting your interests first. We are committed to creating a trusted partnership where your financial goals and aspirations are paramount. Our decisions and recommendations are always driven by what is best for you.

Community & Social Responsibility

Beyond our services, our ethos extends to giving back to the community we serve. We actively engage in ethical and socially responsible initiatives, reflecting our commitment to making a positive impact beyond the financial realm.

Following our initial meeting and your engagement of our services, we will provide you with a customized written financial planning report for you. Depending on your specific needs, this may include planning, management, or solution-oriented services.

reporting

In addition to adherence to national and provincial privacy legislation, our professional code of ethics demands strict confidentiality of your financial information. All members of our staff have been sworn to uphold the highest level of confidentiality of any matters that they manage for you in the conduct of their work.

Privacy

As a valued client, you will receive a quarterly newsletter that features commentary and educational articles on various topics which we feel would be of interest to you. We also provide periodic client seminars and in house discussions at our Vancouver location.

Communication
& Education

Ongoing advice and regular face-to-face meetings are an important part of our journey with you. We also welcome you opinions, concerns and questions at any time. Every inquiry or problem will be researched and dealt with in a friendly and efficient manner by a member of our highly-qualified support staff.

Service
Standards