We are Independent Chartered Wealth Managers, Chartered Financial Planners, and Certified Financial Planners.  

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We are independent for a reason. Impartiality means unbiased. 

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We focus on listening to you; engaging in challenging conversations which may lead to advice; they also may lead to helping and supporting you in making your own decisions.  We concentrate on finding how you can make the best decisions for you and your future.

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It's about you, not how much money you have.

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We use a subscription-based model for charging, just like Netflix or Amazon, as charging is based on your assets is unfair to you.

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We have designed our business model to be client-centric. We only work with families and people we like, who have integrity and value long-term relationships.