Clients come to us when they have a big decision to make and are looking for advice (possibly an inheritance, consideration of a large purchase, changes in their business, tax problems, retirement, change in marital status, etc.)
Our services are for all residents of Ontario regardless of income or asset levels. Their income and asset levels can be from “just getting started” to millions of dollars. They live in Ontario and are open to communicating via video conferencing, email, and phone. They are looking for unbiased, trustworthy advice and do not want this to be mixed up with investment and/or insurance product sales.
