Our Philosophy and Approach
Simply put - the goals, values, concerns, and dreams that define your life should be reflected in your investment plan
When we meet with you, we begin by understanding your goals, values, concerns, and dreams. We find that many clients have a sense of the destination, but are unsure of their path. We offer a thoughtful analysis of your current situation and evaluate possible paths to success — as you define it.
Clients benefit from an investment strategy session that ties their individual outcomes to their investment portfolio. If you are ready to align your wealth strategy with your goals, values, and definition of success, let’s talk.
Big ideas
Investing must be integrated into a larger story. Investment is just one part of your finances, and finances is just one piece of your life! Your values and goals will keep you grounded through bull and bear markets. We believe clients who have aligned their investments to their core beliefs tend to thrive.
Risk management is core to what we do. Investing is inherently risky. That said, our role is to take calculated risks that manage downside as well as upside. We do not speculate by chasing ‘flavour-of-the-month’ investing that can negatively impact the lifestyle our clients have worked hard to attain.
A long term perspective is critical to success. Time in the market will outperform timing the market. We try not to act like an oracle - foreseeing every market dip and bounce. Rather, we act more like a coach, providing proven formulas and techniques to keep you as successful as possible.