Lay a solid foundation

• At a discovery meeting, we get to know you and your current financial situation. At this meeting, we gather information on your lifestyle and financial goals. We look at your aspirations and listen to your concerns.

Partner with skill and expertise

• Once you decide to partner with us, you’ll receive a “Client Engagement Letter” document providing you with information on our advice and fees. The fee quoted will be based on the complexity of your situation and the estimated time taken to prepare your individual advice.