We work for our clients only. So do our Advisor / Partners. They are independent, experienced, fee-for-service practitioners who focus on client requirements. Most have the distinguished designations behind their name - RFP, CGA, CA or CFP. All fully disclose their fees. They provide holistic, comprehensive financial planning and advisory services. Many have clients who are resisting high mutual fund MERs. Clients recognize the value of a transparent, fee-only relationship that aligns their own best interests with those of their professional service providers. As portfolio managers, we sell no products. We are free of any commissions-based remuneration, product bias, or mainstream thinking. As a matter of principle and service, we avoid anything that might cause a conflict of interest or influence our ability to deliver objective investment portfolio recommendations. Our clients find comfort in knowing that they have a plan tailored to help them meet 'their' objectives, developed to address 'their' requirements and managed by a team of professionals.
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