Who Have We Done It For?

Our ideal client is someone who:

• Delegates to others with expertise.
• Wants to build a long-term relationship with a trusted financial advisor.
• Typically is middle and upper income, with above average investment assets. 
• Whose households have an average of $175,000 in investment assets with us. The range is from $25,000 to the seven figure range.

We serve over 300 client households in Ontario and some in Alberta and British Columbia.

back                              next - What makes us different?