OUR VISION, MISSION & STORY

OUR VISION

To empower individuals and businesses with the necessary tools to achieve sustainable financial independence, through simplified advice that prioritizes transparency, education and growth.

OUR MISSION

To provide individuals and businesses with expert advice tailored to their specific needs. We will strive to provide useful information that will guide decision making, have a positive impact and a commitment to their long term success. 

OUR STORY

To understand our story lets rewind back a few years. I was working with personal clients and had the distinct pleasure of meeting a very nice couple (we can refer to them as Mr. & Mrs. A). They were looking at the prospects of buying a house, but were overwhelmed with the whole process.  They had questions like what can we afford comfortably? What should we look out for or expect? How does this whole process work? After a proper deep dive into their financial picture, I was able to answer all their questions and make some suggestions. Because of my past experience dealing with estate transactions, i mentioned that this was going to be their largest purchase and for them to have certain safeguards in place. The clients agreed and we proceeded with the transaction. 

Fast forward a few years, I received a visit from Mrs. A, she was overcome with sadness, Mr. A had passed away. This part is probably the hardest part of my job, your clients become your family, and this loss was a big one. I was now dealing with the estate transaction for Mr. A. Thankfully, based on our previous meetings and plans put in place. Mrs. A was able to payoff their mortgage and lines of credit in full, and collect on Mr. A's life insurance policy. This was a difficult situation that was made a bit better with the proper plans put in place. Mrs. A visited me a number of times to express her gratitude for the care that was put into their finances. This experience and many more like it defined why i loved what i did. I was able to have a significant lasting impact on people's lives that left them better. I might enjoy crunching numbers, reading up on financial news, and so on, but this part of it takes the cake - This part is our passion, this part is our Purpose!