Our Unique Approach
Woodstock Office: 112 Springbank Ave N. Tel: 519-539-8212 | 1-888-539-8212
Burlington Office: 200-5045 South Service Rd. Tel: 905-319-8977 | 1-844-319-8977

Our Unique Approach

Our Mission Statement

Our mission is to provide financial advice and solutions that enable our clients to reach their goals and live their dreams. Our team of financial planning and investment professionals employs a proven process to better understand each client's situation, clarify personal objectives and deliver innovative solutions relating to investments, insurance, tax and estate planning.

Our commitment to our clients extends to our community through our unique Share the Green initiative by empowering our clients to take responsibility and make the world a better place.


Our Value Proposition

  • Unique ProcessThe Wealth Evolution Solution™ is a three stage process that helps you achieve your financial and life goals
  • Clients – Our clients are typically financially responsible individuals or entrepreneurs that require the assistance of financial planning professionals.
  • Clarity – Our process will give you the visual proof that your current plan is solid or requires some adjustments.
  • Confidence – Our clients can make informed financial decisions based on sound up to date information from their financial plan.
  • Financial Goals – We help our clients discover, define and fulfill their objectives and goals through holistic financial planning.


What We Believe

  • WE BELIEVE in empowering our clients with the ability to consolidate their wealth, by providing financial planning, investment, tax and estate planning, all under one umbrella – the ‘Net Worth Manager’.
  • WE BELIEVE through flexible thinking, dedication to our client’s goals, and discipline in the way we execute ourselves, creates a strong and successful working relationship with our client’s.
  • WE BELIEVE through sound planning, there is always a better way to manage risk and help your investments grow.
  • WE BELIEVE in making investment decisions based on a time-tested, rules based process, led by in-depth, technical analysis strategies.
  • WE BELIEVE you shouldn’t have to experience the severe downside of the market through a buy and hold approach.
  • WE BELIEVE we have a duty to support those less fortunate than us in the community and around the globe.

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