Delivering Client Best-Interest Advice

Providing client best-interest advice drives our behaviour and is the core differentiator between us and other financial institutions. Clients see the benefits of our client best-interest advice through a lower total cost of investing and unconflicted advisor compensation.

“We didn’t know what investments were making money for us. After John and Josh reviewed our statements with us, we noticed a major change in our investment strategy. We now have a global, diversified approach to investments. We don’t worry when the markets fluctuate. We know that our money is working hard for us.” – DN, Client

 

Managing Change

Our clients trust us to help guide their business transitions, pension re-investments and family legacy planning by showing them how to reduce fees, manage risk and develop risk discipline.

 

Offering Peace-of-Mind

Many of our clients come to us worrying about their money. We help put their mind at ease by developing an investment plan that works for them.

“My money wasn’t in the right type of investments for me. I had no idea about the fees I was paying. With guidance from John and Josh, I now have an investment strategy that has given me peace of mind.” – JD, Client