Our Value

Our Value For Advisors:

•  Time savings to do as you want and deliver more value to your clients

•  Due diligence completed by us to give you piece of mind with compliance

•  Scalability with full investment support

•  Cost effective with a flat rate and no need to expand/train new staff

•  Tailored strategies and commentary

• Investment expertise on your team helps differentiate your capabilities to clients

•  Anytime access to the portfolio manager

Our Value For Your Clients:

•  More time for the advisor to work on planning with the client and deliver more value

•  Added trust to the advisor with more staff and designations / experience

•  Access to more investment opportunities

•  Detailed portfolio / asset allocation

•  More customization options