Advice your way

For the life you have, and the one you want.

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Play Button

Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engage Relationships

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

VOA-0

0

No Advice

VOA-1

4 - 6

Years of advice

VOA-2

7 - 14

Years of advice

VOA-2

15 +

Years of advice

VOA-PDF-Button
E-BOOKHuman Dimension of Advice
Read More
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
10 Question Assessment

Top 10 Questions to Ask Yourself

Move forward with financial confidence

Take the assessement
My Team

25 Years of Experience

Portfolio Manager and Senior Wealth Advisor

Jeffery A. Keill, CFP®, CIM, FMA, FCSI

Client Experience Specialist / Branch Administrator

Donna Cathcart

Our Team

Insights

For advice that makes a difference

Appointing an Executor: Who Will You Choose?

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.

Slamming on the Brakes on Inflation

8 July, 2022

Slamming on the Brakes on Inflation

Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tighte

Estate Planning: Transferring Your Estate

28 June, 2022

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries.

SEE ALL INSIGHTS

Get started today

Work With Our Team

Find out what we can do for you.
There are no obligations, just possibilities.

Start a conversation