Process

STREAMLINED. ANALYZED. CUSTOMIZED. DISCREET.

• Understanding and Collaboration – Through a collaborative approach with your entire advisory team, we asses the facts of your situation, review the needs and goals of your business and family, to develop a customized, tailored strategy.
• Analyzing Outcomes – We perform an in-depth analysis of potential solutions and how they are projected to affect your business and your wealth. Numbers don’t lie. Once we review your current situation, we demonstrate in real numbers the improved efficiency our plan will have on your taxes, estate value and capital growth. Even though insurance is our primary focus, we’ll be the first to tell you what works – and what doesn’t and whether alternative solutions provide a superior outcome.
• Simplicity – We are experts in simplifying complex planning issues by providing innovative ideas that efficiently meet current needs while keeping future objectives in mind.
• Discretion – We’ve built our business working across Canada with a wide array of clients, some of whom have a public profile. We respect all clients’ confidentiality with utmost integrity. A premium is placed on absolute trust, discretion and confidentially in all matters, for all client affairs, at all times.
• Suitability Reviews – Our commitment to you and your advisory team continues well beyond implementation of the initial strategy. We know that needs and circumstances can change – tax laws and businesses change, families evolve and new opportunities emerge. Regular reviews of your plan ensure that it is updated to deliver the results as promised year after year.