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.
I (Rhys) spent nearly a decade working for one of the biggest financial services firms in Canada. I learned a lot from them and I’m grateful for that. But over time, it became increasingly clear to me that I had to decide between working for them and their best interests or working for my clients and their best interests. And that was an easy decision for me. In the summer of 2015 I left the giant corporate setting and started an independent practice.
And we haven’t looked back. It’s been a wonderful decision for our clients, the business, my family, and my 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.
BA, CIM, FCSI, QAFP, EPC
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