Measured work, in four steps.
From first conversation to fully implemented plan typically takes eight to twelve weeks. We move deliberately — never rushed, never delayed — and we put every recommendation in writing before we act on it.
A measured, four-step process.
We move at the pace of careful work — never rushed, never delayed. Most engagements move from first conversation to fully implemented plan in eight to twelve weeks.
Discover
A complimentary conversation about your goals, your concerns, and the shape of the life you are building.
- 60-minute discovery call — virtual or in person
- We listen first; no recommendations yet
- You leave with a clear picture of how we work and what it would cost
Design
We gather your statements, run the numbers, and present a written plan with options — never a single take-it-or-leave-it.
- Secure document collection and analysis
- Goal-based modelling with stress tests
- A written plan delivered in a 2-hour planning session
Implement
We open accounts, transfer assets, place trades, and coordinate with your accountant and lawyer where needed.
- Account opening and transfer paperwork managed for you
- Coordinated implementation across investment, insurance and tax
- A single point of contact for every moving part
Review
We meet at least annually to recalibrate against life, markets and tax law — and far more often when something changes.
- Annual planning review and rebalance
- Ad-hoc check-ins for life events (job changes, births, sales, losses)
- A relationship designed to last decades
Common questions
If yours is not here, the next conversation is free.
Families, professionals and incorporated business owners — typically households between $250,000 and $10 million in investable assets, though we make exceptions for young professionals on a clear trajectory.
Let's see if we're a fit.
Sixty minutes, no obligation, no cost. We will listen first and tell you honestly whether we can help.