Driven by a team of dedicated finance professionals
Many firms like to talk about how they see themselves. We focus less on where we are now, and more on what we're striving for.
We continually challenge ourselves in three key areas:
Professional intimacy
Our clients share many similarities, but we don’t put people in boxes. Where others just see assets and portfolios, we see the unique stories, challenges, and successes in clients’ lives. When we become part of their story, it’s incumbent on us to act out our role brilliantly, and to keep our eye on the bigger picture of what’s most important to them. Marked by trust, respect, and affection, we describe this approach as professional intimacy. It’s not a sentimental statement. It’s a deliberate design of our business. Professional intimacy necessitates the time, effort and dedication required to build genuine relationships – time to gain an appreciation of our clients’ past, a clear view of their present, and to help them walk confidently into the future.
Intellectual honesty
While many wealth management firms focus on appealing to lucrative gains or fear of loss, we’ve forged a better way – we call it intellectual honesty. This is an approach rooted in thorough research, grounded in the best available evidence, and established through independent thought. With no one else’s interests in mind but our clients’, we are free to seek out the very best approach to every challenge. We are committed to remaining curious and challenge accepted thinking – all in pursuit of the surest path of financial growth. If it’s what we’d do for our own families, naturally it’s what we do for our clients.
Consistent excellence
We are never satisfied that what works today will work tomorrow. The trust our clients place in us leaves no choice but to bring excellence to all aspects of our work. It’s an honour that brings great responsibility, but this isn’t a solo performance. We take collective responsibility for the long-term success for our clients and our firm. We always look to be better than before and think and work collaboratively towards our common purpose. Our approach is to always seek more thoughtful and effective ways of helping our clients meet their financial goals and live their best life possible; learning together, and consistently integrating the most impactful strategies into our tailored wealth management approaches.