For the life you have, and the one you want.
When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.
Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.
From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.
Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.
Advice can have a positive and significant impact on the growth of your financial assets.
0
No Advice
4 - 6
Years of advice
7 - 14
15 +
Associate Portfolio Manager
Derek Irwin-Lewis, CFP®, CIM, FCSI
Administrative Assistant
Undaleeb Agha
Move forward with financial confidence
Success is neither magical nor mysterious. Success is the natural consequence of consistently applying basic fundamentals – Jim Rohn
Things do not happen, things are made to happen – JFK
Someone is sitting in the shade today because someone planted a tree a long time ago.
For advice that makes a difference
21 August, 2024
Over the past few years, investors had plenty of reasons to pause on putting their money into the markets. Ultimately, those who stayed invested in the markets throu
7 August, 2024
Counsel CIO Corrado Tiralongo provides his take on the current sell-off and what may come next in this timely market update. Looking forward, he believes market sent
18 July, 2024
In his Q2 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that remain top of mind as we head into the se
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