Our Vision

To be the chosen support system for those moving from the US to Canada.

Our Mission

To profitably provide comprehensive, fee-only financial planning in an expedient manner to our clients that eases their transition from the US to Canada.

Clients – We serve our clients best by:

  1. Cultivating lifelong personal relationships with our clients and their families
  2. Caring for our clients as people first and their numbers second
  3. Helping our clients define and document their personal goals and objectives based on their beliefs and values about money through a comprehensive financial planning process
  4. Providing competence in the niche we serve by ensuring on-going education, training and development for all members of the firm
  5. Contracting out those duties that detract us from serving our clients best
  6. Maintaining and deploying a network of trusted professionals in both Canada and the US to meet the needs of our clients
  7. Forging close working relationships with frequent two-way communications

Ethics – We maintain high ethical and integrity standards in our firm by:

  1. Upholding the fiduciary responsibility in all dealing with our clients
  2. Adhering to the Certified Financial PlannerTM Code of Ethics as outlined by the CFPT Board of Standards in the US , and the Financial Planners Standards Council in Canada
  3. Being members in good standing with industry associations such as the
    Financial Planning Association (FPA) and the National Association for Personal Financial Advisors (NAPFA) in the US, and Advocis in Canada
  4. Ensuring we meet all of the legal and regulatory filing requirements in the US and Canada

Team members – We release the full potential of all members of the firm in the service of our clients by:

  1. Following clearly defined and documented processes
  2. Taking action on all encumbrances that impede us
  3. Using technology wherever feasible to make our jobs easier and that our clients agree, maintains or improves our service to them
  4. Removing hierarchy and job descriptions to ensure open communications and equal appreciation for all members of the firm and the role each has
  5. Ensuring that as the firm prospers, all members of the firm prosper
  6. Providing education and development opportunities for all members of the firm required