You are looking for a team who appreciates you for who you are and what you want to accomplish.
You want someone to be there for you and your family for the long-term.
You may be a delegator, but you want to work hand-in-hand with someone when an important need arises. Perhaps it is your retirement, the sale of your business, or working out who gets the cottage after you’re gone.
You truly value people who will give you the honest truth, no matter what.
If given the choice between maximizing your RRSP or buying a new boat, You will first want to understand if it is possible to do both.
You have investable assets greater than $500,000 or have the earnings and desire to achieve that base in relatively short order.
You work best with people who share your philosophy.
Have we got that right so far? If so, we might be a good fit for you.