Our clients

Success leaves subtle clues. The clients who benefit most from our services have the following qualities:

• Are interesting people: Our clients are interesting
  people with things in life that are more important
  than money.
• They are financial delegators: Our clients are financial delegators. They appreciate, and are willing to follow, the advice of an expert.
• They achieve their goals: Our clients appreciate the clarity and peace of mind of knowing they have the greatest probability of achieving their goals.
• They enjoy simplicity: Our clients enjoy the simplicity and freedom that comes from having all their financial assets under the watchful eye of a single trusted advisor.
• They value our work together: Our clients are comfortable with our fee structure and value the work we do together.  Our minimum annual fee is $12,500 plus GST.
• They focus on what's important: Our clients value our relationship. By delegating, they can focus their valuable time and energy on those things in life that are most important to them.
• They can handle the truth: Our clients want to hear the truth from us regarding their financial situation...no matter what.