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Our process-oriented approach and proactive client communication provide the structure you need for successful investing.
We take the time to listen, learn, and act on behalf of our clients to ensure that we understand your goals, your concerns, and your challenges.
We put the interests of our clients first, making their goals our goals. This is our ethical and professional obligation – and the right way to act. Our team is dedicated to best serving clients and never taking the trust they place in us for granted. Integrity is at the core of our investment process, client relationships, and everything we do.
We believe our primary role is to manage and secure assets entrusted to us. We are first and foremost accountable to our clients and earn their trust daily. Their interests guide our investment decisions.
Our online portals allow you to access your accounts, statements, and transactions anytime. We are straightforward with our fee structure, so you will have confidence in the value we deliver. Clear communication is essential to us so you fully understand your financial situation.
Honesty and trust are the foundation of every relationship and our entire business. If there is a conflict, you will be made aware. If there is a complicated conversation to be had, we will have it. If we make a promise to you, we will keep it.
In our pursuit of excellence, discipline defines the intensity of our research and analysis and our overall investment approach. We believe that our clients benefit significantly from our conviction that drives our time-tested strategies. We adhere to a consistent and disciplined process, ensuring we use sound judgment. This focus enables us to make rational decisions when investors often find it difficult to calm their emotions.
We have helped families, individuals, and foundations in Canada achieve their financial goals through careful planning, customized portfolio solutions, and a rewarding client experience for over 50 years.
As a leading independent wealth manager, we are built differently than most financial institutions and fund managers. The majority of our employees are partners and owners. We value free thinking and teamwork over hierarchies. We place no middlemen between you and the people managing your money, and we personally invest in the same strategies you do.
Our team of experienced advisors works closely with each client to understand their unique financial situation, goals, and objectives. We believe in a holistic approach to financial planning, taking into account each client’s risk tolerance, investment preferences, tax situation, and long-term goals. Our goal is to create customized solutions that are tailored to each client’s individual needs and objectives.
We embrace emerging trends in demographics, technology, monetary policy, investment alternatives, and sustainable investing with curiosity and open minds, but without ever forgetting the disciplined investment process that has enabled us to protect our clients’ capital through decades of ups and downs.
Our process-oriented approach and proactive client communication provide the structure you need for successful investing.We believe that the key to our success is our unwavering commitment to our clients’ success. We are here to help our clients navigate the complex world of finance, and we are passionate about providing the expert guidance and support they need to achieve their financial goals.
Joe, Adam and Maureen have taken the best care of us for over 30 years.
These guys know the meaning of service. Always answer your questions, and get you the information you need. Appreciate all they do.
I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!
We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.