Client Services

Many Canadians have been promised an integrated financial planning approach by their financial institutions or advisors, but it simply has not happened.  This is largely due to the fact that most advisors do not have a wealth management system on which they have been adequately trained and furthermore their remuneration does not provide incentive for them to complete the key areas of wealth management.

Our model integrates the wealth management services traditionally offered by licensed investment and insurance “Financial Advisors” with those of traditional tax, accounting and business advisors “Professional Affiliates”.  We call these individuals collectively “Wealth Stewards”, a name selected to acknowledge that are primary focus is to be stewards to our clients. The integration of these distinct services allows for information sharing (subject to clients’ approval), as well as developing, implementing and monitoring a client’s wealth plan on a more efficient and effective basis.