Doing it right, while keeping it simple.
Building long-term wealth and mapping out a rock-solid retirement plan can actually be an enjoyable process. And it can be done very well without getting overly complicated.
That's our focus. We weed out all the noise, build you a simple yet strategic game-plan, and we keep the costs below the industry average.
We offer three options to access our advice and planning services.
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We help tens of thousands of Canadians learn their way around complex financial, investment and retirement planning issues using easy-to-understand videos.
And we do this for free.
Obviously, it's not custom to your situation, but if you're looking for guidance at no cost, this is the way to go.
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Best suited for those looking for a detailed retirement plan (using best-in-class technology) but do not necessarily require an ongoing relationship nor portfolio management.
For this option, we keep it simple but thorough. We walk you through your current situation, your retirement goals and the most efficient strategies to make them happen.
By the end, you will have serious clarity on where you are headed and a game-plan outlining how to make it happen.
Prices range from $3,500 to $10,000.
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Best suited for those who are looking for a long-term, hands-on, advisory relationship and who have a minimum of $750,000 in investable assets.
Essentially, you have us on retainer and we are very much with you throughout all of life's major transitions, especially the ultra-pivotal pre and post retirement phases.
This option includes all the planning we offer in the fee-for-service option but on an ongoing and far more involved basis as we guide the implementation and maintenance of your plan.
It also includes top-shelf, discretionary portfolio management via the select investment counsel portfolio managers we partner with.