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About Us

Our Mission and Values

Our Client Service Standards

Our Approach

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Our Client Service Standards

  1. We commit to listen to your needs, wants and concerns and will not make a recommendation until we understand your goals and situation.
  2. To assure you your interests are being put ahead of ours, we will always explain your financial planning options and costs when making recommendations to you.
  3. We will always explain our recommendations in plain language so that you understand what we’re talking about.
  4. We will contact you to set regular meetings, to review performance and to discuss future planning opportunities.
  5. We provide clients with the option of a comprehensive financial plan so that you understand any risks and can capitalize on your opportunities with regard to investment returns, taxes, insurance, retirement income, wills and estate planning.
  6. We endeavour to understand your current lifestyle and retirement needs so we can properly balance the risk to your portfolio with your investment expectations.
  7. We will measure your investment performance against your goals rather than rely on historical performance.
  8. Part of our role as your advisor is to continuously educate you on new ideas, products and opportunities. We commit to bringing you new and relevant ideas as they are introduced to the marketplace.
  9. Clients have busy schedules so we take appointments and return calls through the business day, in the evenings and early in the morning.
  10. If you call or e-mail us with a question or a concern, we will get back to you as soon as possible and before the end of the next business day. Our voice-mail service is available after hours for your convenience and we’ll get back to you as quickly as possible, at the location and time you leave in the message.

Did You Know?

Did you know that the Fergus Scottish Festival and Highland Games is now in it's 65th year?