Because you want to grow more than your portfolio

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.

HUMAN CENTERED ADVICE

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.

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Our Difference

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.

Flexibility

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.

Personalized Advice

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.

Engage Relationships

Engaged Relationships

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.

How we work

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

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0

No Advice

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4 - 6

Years of advice

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7 - 14

Years of advice

VOA-2

15 +

Years of advice

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E-BOOKHuman Dimension of Advice
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Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
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Our Team

25 Years of Experience

Investment Advisor

Andrea Bartley

Client Services Manager

Ivonne Basso

Our Team

Insights

For advice that makes a difference

21 November, 2023

Sandwich Generation: Are You Taking Care of Yourself?

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you...

14 November, 2023

The Sudden Wealth Paradox | How to Manage a Windfall

In the following article, Sam Febbraro, EVP, Portfolio Services, shares how you can manage sudden wealth responsibly and face the different...

7 November, 2023

Turning Investment Volatility into Tax Savings

For most investors and portfolio managers, tax-loss selling – or tax-loss harvesting – is typically near the top of the list of year-end...

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