Our Ideal Client
Who is Our Client?
Our client base is surprisingly diverse. Many live outside of Canada. More than half have never met us face to face, not even once.
Regardless of residency, their wealth ranges from extremely high to very modest. We work by the hour, so the cost is the same whether financially independent or in the process of becoming so.
What they have in common is the pursuit of objective information. We answer their questions as well as questions they don’t even know to ask.
Because of time restraints or other reasons, our clients often prefer to have us take responsibility for creating and managing their financial plans.
If this describes you, we would like to be your advisor.