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Three Key Differences – Drivers of Value

Just another financial advisory or something different?

We are not an answer first shop. We start by asking the right questions. This is our discovery phase. Before we can remedy, we must diagnose. So, the first aspect of being different is that we don't start with investing money – we start with investing time. What is your unique situation and what aren't you getting now? What are your worries? Where are the opportunities for you? What type of plan or approach will give you what you need?

The second aspect of being different is being independent. Not you, but me. At the top of the industry code of ethics is ‘to act in the client's best interest'. The spirit of this tenet is breached by having an Advisor tied to the products of one firm. The single best advantage of being licensed with Manulife Securities, a wholly-owned subsidiary of Manulife Financial, is the size, scale and global reach of this company combined with the freedom for Advisors to recommend that which we feel is in our clients best interest. Freedom to select from a broad array of products, never limited to proprietary products, yet with the full support and resources of a global player. One of the strongest financial companies in the world. With considerable resources behind its Advisory network.

While we endeavour to deliver a client experience that is different in many ways the third point of differentiation is our scale. We are not here to manage hundreds of millions for thousands of families. We are all about focused, boutique style, encompassing and thorough delivery of financial solutions to a manageable client base. It's about you being first. And that can't be accomplished by adding layers of staff between you and the Advisor. The foundation of a successful relationship starts, and ends, with the client. Fundamentally it's about positioning you amoungst a complex array of products. We can only do that if we know you. And the commitment is to know you. Only then have we cleared the hurdle of acting in the client's best interest.