OUR PROCESS
We believe that wealth creation and wealth protection go hand in hand.
Discover
All dental professionals share similar traits, but every situation is unique. We begin with a personalized discussion and detailed review of your financial statements, risk attitude, goals and objectives. Tax planning and exit strategies for the sale of your practice are paramount to any wealth planning discussion. We understand that our practice and its earning power is the most important part of your asset allocation.
Design
We begin with the end in mind. Our comprehensive financial plan synchronizes all aspects of your busy and often complicated financial situation. Investing from your Dental Professional Corporation(DPC) or holding company is a key component of your overall strategy. This can bring added complication but also added rewards from tax-reduction strategies. We aim to defer tax, while at the same time must recognize that the ultimate sale of your DPC is the cornerstone of your financial future. You get a plan that’s simple to understand with a detailed map for attaining your goals.
Craft
Driven by the plan, we create a tailored portfolio based on a researched and evidence-based approach – Low-fee, value-based investing that incorporates alternative asset classes and risk-lowering strategies. You want the peace of mind that comes from an investment strategy that matches your goals and delivers results.
Monitor
The key to good portfolio management is the continuous evaluation of performance relative to your plan. We review, rebalance and continually research alternatives. Making informed recommendations and ensure your results match your expectations. It is our mission to deliver solid returns with lower overall risk. That’s value investing with purpose.
Discover
Design
Craft
Monitor
All dental professionals share similar traits, but every situation is unique. We begin with a personalized discussion and detailed review of your financial statements, risk attitude, goals and objectives. Tax planning and exit strategies for the sale of your practice are paramount to any wealth planning discussion. We understand that our practice and its earning power is the most important part of your asset allocation.
We begin with the end in mind. Our comprehensive financial plan synchronizes all aspects of your busy and often complicated financial situation. Investing from your Dental Professional Corporation(DPC) or holding company is a key component of your overall strategy. This can bring added complication but also added rewards from tax-reduction strategies. We aim to defer tax, while at the same time must recognize that the ultimate sale of your DPC is the cornerstone of your financial future. You get a plan that’s simple to understand with a detailed map for attaining your goals.
Driven by the plan, we create a tailored portfolio based on a researched and evidence-based approach – Low-fee, value-based investing that incorporates alternative asset classes and risk-lowering strategies. You want the peace of mind that comes from an investment strategy that matches your goals and delivers results.
The key to good portfolio management is the continuous evaluation of performance relative to your plan. We review, rebalance and continually research alternatives. Making informed recommendations and ensure your results match your expectations. It is our mission to deliver solid returns with lower overall risk. That’s value investing with purpose.
OUR DIFFERENCE
Private Investment Counsel
The tailored solution for High net worth individuals – Lowest fees in the marketplace, risk-managed, transparent with a steady flow of cash. Instead of a one-size fits all solution, you need a portfolio tailored to your needs. Let us show you the difference!
Alternative Strategies
Does your portfolio include Real Estate? The nature of Real Estate, with its monthly cash-flows, lower volatility and steady long term appreciation is an excellent foundation for any portfolio.
We constantly research proven alternative investment strategies that complement your portfolio and help lower overall risk and taxes.
Low Fee
High investment management fees are damaging to long term rates of return. Successful Canadians should not settle for the “invest it and forget it”, high-cost offerings that pervade the marketplace. Our independence allows us to find market-leading, best-in-class, LOW COST solutions.
Proprietary Offering
We’ve created a platform that allows investors of all sizes to take advantage of lower fees and active management by Canada’s leading pension managers. These are institutional investors that have a mission to create long term, enduring value rather than a short-term sales focus.