THE INDEPENDENT ADVANTAGE

We provide a wide range of professional services to meet your needs. As independent financial advisors, our unbiased advice is what clients expect. 

 Brands You Trust

We provide products from all major investment and insurance companies; giving clients more options as we work together to make the best choice.

No Additional Costs

In most cases, we cost the same if not less than what is being paid elsewhere.  Most people don't even know how much they are paying.  
Let us explain.

Expertise

As financial experts, holding multiple professional credentials and with years of experience, you can trust we are asking the right questions to best guide your decisions.  

Success built on relationships and service

We are here to help.  No sales targets, quotas, just advice.

As independent advisors , we are personally owned and operated.  Our top priority is the well being of clients, as we work towards building lifelong relationships. Helping them, their family, and friends, achieve the financial confidence they want in life.

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Top 5 Reasons Why Clients Choose Us

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  • Tired of dealing with call centres and a revolving door of new advisors

    Unfortunately, many people have an ingrained tolerance for dealing with financial problems by calling a company's call centre. Others simply interact with a new advisor assigned after the previous one has left. We believe clients should work with the same advisor so that there is continuity and trust in the advice they receive.  Learn more about how we can help.

  • Too many financial professionals, too little time

    To strengthen your relationship, we aim to reduce the number of financial professionals that you have to deal with. We provide investment, insurance, and mortgage services to our clients through multiple providers and believe our advisors should be knowledgeable in a variety of areas to better provide integrated advice to clients. We will offer specialized support if necessary to ensure clients receive qualified solutions.  Financial institutions usually only provide this level of preferred advice to their wealthier clients, but we believe that everyone deserves better.

  • They want a better understanding of their financial options

    We take pride in being able provide clear and understandable advice. It can be difficult to determine if you are making the right financial decisions based on information from the media, internet sources, advertisements and professionals. Before you make any important financial decisions, have someone who is qualified to guide you through the options and compare them.

  • To find mistakes or gaps in their finances

    Let's face it, most people react to changes in their finances.  Over time, this can lead to a mixture of strategies , accounts, and products that are not right for your current situation.  You can save more, spend less, and avoid these costly mistakes made over a lifetime by being proactive.  This is where having an experienced financial professional can make a difference.

  • Do not spend twice on professional advice

    As a financial professional, it is disheartening to meet clients who have paid money for courses, independent reviews or other services, but never received a tangible financial product.  As a full-service advisory practice, we promise to provide financial advice and solutions. Our fiduciary responsibility is to help clients make the best financial decisions for their futures.

CHOOSE YOUR PLAN

Fee-Only Advice

Hourly Fee or by Project/Plan 

Perfect for the Do-It-Yourself type.  Not interested in any products or services, just a comprehensive analysis of what you are doing and areas to improve.
Let's Talk

Commission-Based Advice

Paid by the Product Provider
Everyone deserves proper advice.  You simply don't want to pay anything "extra" on top of the products you need.  This is actually how most people are already being charged elsewhere.
Let's Talk

Fee-Based Advice

Annual Fee based on % of assets
The new standard for financial advisor compensation. Advice on investments, financial planning, insurance, estate planning, and much more.
Let's Talk

One Page Brochure - Products and Services

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help. 
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