What is it worth for me to receive…

  • A written plan which is driven by process and reviewed regularly?
  • Regular updates on my progress towards clearly defined goals?
  • A team who completely understands my financial picture?

How much time would it take for me to…

  • Do my own research?
  • Calculate investment taxes?
  • Track the adjusted cost base in different investment accounts?

What is the cost of…

  • Getting poor advice and no plan?
  • One bad investment decision?

What is it worth to know that…

  • I have a written plan which ensures that I get the money I need, when I need it
  • When I pass, I know exactly where my money is going and to whom