Finance can be an intimidating, frustrating, and stressful part of life—we know that. That’s why our firm is built from the ground up to flip that around for you.

We have spent many years working for some of the biggest financial services firms in Canada. And while we’ve learned a lot from them and are grateful for that, over time it became increasingly clear to us that we had to decide between working for them and their best interests or working for our clients and their best interests. And that was an easy decision.

In 2015, we went independent and haven’t looked back. It’s been a wonderful decision for our clients, the business, our families, and our sanity. And we've grown substantially since.

Now that we no longer need to be concerned about selling products or hitting quotas, the only thing that matters is doing an excellent job for those who count on our advice and guidance. It makes them happy, it makes God happy and it makes us happy. So that’s what we do.

If this sounds like something you’re looking for, then you may have found the right place. Welcome to a truly independent advisory practice where things really are different. Where you will be treated like you matter. Because you do.