We provide financial guidance. We help you determine the investments that are best for you, the level of insurance protection you should have, and the strategies to maximize your results.
As fiduciaries (AIFP ™) we have over 50 years of combined experience in the financial industry with the accreditation that is hard to find in Canada. Our goal is to provide great advice that is usable. Have you been thinking about your finances but not had time to really manage it? We offer a simpler way to get it done right.
We help get things done.
While many investors have the best intentions when it comes to managing their finances, it often proves more challenging that they expect.
Often money sits idle for long periods of time before getting invested, or tax free savings accounts (TFSA) or registered retirement savings plan (RRSP) go underfunded. Investors often get distracted or have their long term plans derailed by media reports or market news. Perhaps their portfolio goes unmonitored for too long allowing it to become unbalanced. When these or other problems occur, your financial goals could be put in jeopardy.
As your Wealth Co-Pilot we keep you on track!
How we help you!
We guide you through the step-by-step process of gathering information and providing appropriate investment options. You choose type and level of service that you require, ensuring that you will get high quality service at a great price.
Who should use Co-Pilot?
If you are accumulating and looking to grow your financial assets – Co-Pilot is for you! Co-Pilot is for investors who are looking for a partner to keep them on track and assist in managing their investments, and risk.
If you are using your investments to fund your retirement – Co-Pilot is for you! – Co-Pilot is for retirees have accumulated wealth throughout their life and are now drawing on their savings to maintain their lifestyle in retirement.