No ones pays us but you - and you always know exactly how much. We do not accept commissions or referral fees. Therefore, everything we do is aimed at creating advantages for you - in strategy, quality, reducing costs of execution and effective implementation of your plans. We are not influenced by commissions, trailer fees, referral fees or any other factors that must be considered by advisors who are paid by product manufacturers and distributors.
Our job includes giving our clients better information on which to base their decisions. Our client surveys consistently tell us that the information we provide is presented in understandable and balanced language, with no intent to "sell" a particular point of view or to obscure facts.
1. We guarantee that the total value provided to you will exceed
the fee for the initial
Comprehensive Planning Report (CPR).
2. If we make an administrative mistake, we will fix it, at our cost.
3. We guarantee to deliver advice, reports and to return
your contacts on a timely basis,
according to your specifications.
4. We guarantee to never keep you waiting at our office when
you're on time for a meeting. If you
ever wait more than five
minutes, we will buy you lunch at the Winnipeg restaurant
of your choice.
Our 7-step financial planning system focuses on you.
Our approach revolves around your goals and priorities. It is a continual process that involves the monitoring and assessment of your progress and goals as they evolve.
This unique process makes life simpler for our clients by keeping the complex methodology behind the scenes. This is our approach to helping you achieve your goals, and the comprehensive way in which we practise financial planning.