Frequently Asked Questions

Things That You May Want to Know

 

What are your guiding principles?

• To offer sound, unbiased, and independent advice.

• To build client relationships based on trust, integrity and partnership.

• To deliver thoughtful and pro-active client service.

• To deliver exceptional risk adjusted portfolio performance.

 

How long have you been in business and what kind of clients do you represent?

• We have been private wealth advisors for almost 30 years. We manage the financial affairs of individuals, successful families, entrepreneurs, companies, and First Nation’s communities.

 

What do you look for in a new client?

• We seek relationships that are the right fit for the client and ourselves. We generally specialize in solutions for high net worth clients and their families.

 

What are the keys to successful investing?

• Adherence to a prudent investment policy.

• Sustained, tax-efficient asset accumulation.

• Diligent preservation of purchasing power. 

• Rigorous management of risk.